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Advisor at STONEX ADVISORS INC.
BIRMINGHAM, AL | Seminole, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STONEX ADVISORS INC. | Bd affiliated wealth | Sep 27, 2019 | n/a | yes | Seminole, FL|BIRMINGHAM, AL | Current employment |
| SB ADVISORY, LLC | Independent wealth | Nov 2, 2018 | Sep 17, 2019 | no | SEMINOLW, FL | Previous registration |
| PLATINUM PLANNING, INC. | State registered | Apr 25, 2002 | Apr 25, 2013 | no | SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SB ADVISORY, LLC | STONEX ADVISORS INC. | Sep 17, 2019 | Sep 27, 2019 | 10 | Firm change | Ibd to ibd |
| PLATINUM PLANNING, INC. | SB ADVISORY, LLC | Apr 25, 2013 | Nov 2, 2018 | 2,017 | Firm change after gap | Other |