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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-01-30 |
| OH | RA | APPROVED | 2015-01-30 |
Branch Locations
937 High Street Suite 100, Worthington, OH 43085 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Worthington | OH | 09/2014 | Present |
| Stonex Advisors Inc | Worthington | OH | 01/2015 | Present |
1)GLS FINANCIAL CONSULTANTS INC, 937 HIGH ST. STE 100, WORTHINGTON, OH 43085: C-CORP, NATURE OF BUS: FINANCIAL PLANNING, TITLE: PRESIDENT, DUTIES: ADMINISTRATION/PLANNING, PERCENT OF TIME: 15%, 2)INSURANCE AGENT, 937 HIGH ST. STE 100, WORTHINGTON, OH 43085: SOLE PROPRIETORSHIP, NATURE OF BUS: INSURANCE SALES, TITLE: INSURANCE AGENT, DUTIES: SALES, PERCENT OF TIME: 5% 3) Daniel J. and Lisa K Mittlesteadt Trust DTD 9/22/1997 Title: Trustee Investment related Nature: Trust Duties: Trustee Approximately 1 hour spent a month, with .25 hours during market hours on this OBA 4)POA for Lisa K. Mittlesteadt 1905 Chateaugay Way, Blacklick, OH 43004 Providing POA if required Investment related Financial/Administrative decisions for Lisa if needed 02/27/1998 No hours spent on this OBA at present
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-20 |
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