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Current Employers
Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-01-30
  • PA RA
    APPROVED
    Since 2015-01-30

Branch Locations

4155 Independence Drive Suite 1, Schnecksville, PA 18078 • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonex Securities Inc Schnecksville PA 09/2014 Present
Stonex Advisors Inc Schnecksville PA 01/2015 Present
  • 09/2014 → Present
    Stonex Securities Inc
    Schnecksville, PA
  • 01/2015 → Present
    Schnecksville, PA
Previous Registrations
  • 2013-09-23 → 2015-01-30
    Wrp Investments, Inc.
    Windsor Locks, CT
    Macungie, PA
    Schnecksville, PA
    Youngstown, OH
Other Businesses

1) Lions District 14-K Nature: Lions Club Activities Investment Related: no Position: Executive Commitee Member Duties: Member of Executive Committee "Board Member) Start Date: 7/1/2007 Approximate Hours Devoted to Business: 4 per month Approximate Hours Devoted to Business During Market Hours: 0 2)Sight for Hope 845 W. Wyoming St. Allentown, PA 18103 Nature: Assists sight challenged individuals Investment Related: NO Position: Board Member Duties: Member of the Board of Directors Start Date: 1/1/2016 Approximate Hours Devoted to Business: 2 per month Approximate Hours Devoted to Business During Market Hours: 0 3) LG Investment Solutions - 4155 Independence Drive, Schnecksville, Pa. 18078 Nature of Business: Financial planning, retirement planning, investment advise, Life Insurance and annuity planning and sales, mutual fund sales. Investment Related: Yes Business Position: Managing Member Business Duties: Financial and Retirement planning, sales of Life Insurance, Annuities, mutual funds and advisory services, Management of LLC. Business Start Date: 07/01/2025 Approximately 180 hours spent on this OBA monthly, with 130 spent during market hours 4) 4155 Suite 1, LLC - 4155 Suite 1, Schnecksville, Pa.18078 Nature of Business: Ownership of the office Suite listed above and operated as a LLC. Investment Related: Yes Business Position: Co-member of the LLC Business Duties: Co-owner of the office suite my wife and I purchased for my investment business. Business Start Date: 07/01/2026 Approximately 1 hour spent on this OBA monthly; with 0 during market hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-20
S63 Uniform Securities Agent State Law Examination 2012-09-28
  • S65 Uniform Investment Adviser Law Examination
    2013-09-20
  • S63 Uniform Securities Agent State Law Examination
    2012-09-28
Other Names
  • Lin Gehris
  • Woody Gehris

View on SEC IAPD

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