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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-01-30 |
Branch Locations
850 South Hermitage Road Suite B16, Hermitage, PA 16148 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Hermitage | PA | 09/2014 | Present |
| Stonex Advisors Inc | Hermitage | PA | 01/2015 | Present |
1) ALISTAIR KELLY, 850 S HERMITAGE RD, HERMITAGE PA 16148: SOLE PROPRIETORSHIP, NATURE OF BUS: INSURANCE AGENT, TITLE: AGENT, DUTIES: SALES & SERVICE OF LIFE INS, TIME SPENT: 1%, COMPENSATION: COMMISSIONS 2) Rotary Club of Sharon 47 Vine Ave Sharon, PA 16146 Nature of Business: Service club doing community projects Investment Related: Non-Investment Related Title: Member - Current year President Duties: Current year (July 1,2018 - June 30, 2019) as president I lead the weekly meetings, lead the monthly Board meetings, and arrange speakers for the weekly meetings. Start Date: 04/01/1998 Approximate Hours Devoted to Business: 7 Approximate Hours Devoted to Business during Market Hours: 7 3) Church Finance Committee - 600 E State St Sharon PA 16146 Nature of Business: First Presbyterian Church of Sharon PA Endowment fund Investment Related: Yes Business Position: Committee member Business Duties: Confirm and explain the investment portfolio for the endowment fund managed by JP Morgan Business Start Date: 01/01/2026 Approximately one hour spent on this OBA monthly, with zero during market hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-11-05 |
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