| Entity Name: | StoneX Advisors Inc. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 08 Nov 2016 (Companies founded in November 2016) |
| Business ALEI: | 1221545 |
| Annual report due: | 08 Nov 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 2 PERIMETER PARK SOUTH SUITE 100W, BIRMINGHAM, AL, 35243, United States |
| Mailing address: | 1075 JORDAN CREEK PARKWAY SUITE 300, WEST DES MOINES, IA, United States, 50266 |
| Place of Formation: | DELAWARE |
| E-Mail: | DAVID.BOLTE@STONEX.COM |
| Name | Role |
|---|---|
| NATIONAL REGISTERED AGENTS, INC. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| DAVID A. BOLTE | Officer | 1075 JORDAN CREEK PARKWAY, SUITE 300, WEST DES MOINES, IA, 50266, United States | 1075 JORDAN CREEK PARKWAY, SUITE 300, WEST DES MOINES, IA, 50266, United States |
| JAY W. CARTER | Officer | 2 PERIMETER PARK SOUTH, SUITE 100W, BIRMINGHAM, AL, 35243, United States | 2 PERIMETER PARK S, SUITE 100 W, BIRMINGHAM, AL, 35209, United States |
| Joseph Porzio | Officer | 2 PERIMETER PARK SOUTH SUITE 100W, BIRMINGHAM, AL, 35243, United States | 2 PERIMETER PARK SOUTH SUITE 100W, BIRMINGHAM, AL, 35243, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SA STONE INVESTMENT ADVISORS INC. | StoneX Advisors Inc. | 2024-10-04 |
| Name change | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | SA STONE INVESTMENT ADVISORS INC. | 2017-08-10 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012242967 | 2024-11-04 | No data | Annual Report | Annual Report | No data |
| BF-0012784485 | 2024-10-04 | 2024-10-04 | Name Change Amendment | Amended Certificate of Authority | No data |
| BF-0011471378 | 2023-10-27 | No data | Annual Report | Annual Report | No data |
| BF-0010276180 | 2022-10-25 | No data | Annual Report | Annual Report | 2022 |
| BF-0009822990 | 2021-10-25 | No data | Annual Report | Annual Report | No data |
| 0007004945 | 2020-10-19 | No data | Annual Report | Annual Report | 2020 |
| 0006659109 | 2019-10-10 | No data | Annual Report | Annual Report | 2019 |
| 0006271856 | 2018-11-05 | No data | Annual Report | Annual Report | 2018 |
| 0006271356 | 2018-11-03 | No data | Annual Report | Annual Report | 2017 |
| 0005915526 | 2017-08-10 | 2017-08-10 | Amendment | Amend Name | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
