Steven Edward Brendle

Current Employers

Employment History

• 10/1999 → 10/2019
  1St Global Capital Corp.
  Winston-Salem, NC
• 07/2005 → 09/2025
  Avantax Insurance Services, Inc.
  Winston-Salem, NC
• 07/2010 → Present
  Brendle Financial Group, Llc
  Winston-Salem, NC
• 07/2014 → Present
  Brendle Cpa, P.A.
  Winston Salem, NC
• 08/2018 → 10/2019
  1St Global Advisors, Inc.
  Winston-Salem, NC
• 10/2019 → 09/2025
  Avantax Advisory Services
  Winston Salem, NC
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Winston-Salem, NC
• 01/2000 → Present
  Brendle Crouse P.A.
  Winston Salem, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Winston-Salem, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Winston-Salem, NC
• 2018-08-17 → 2019-10-25
  1St Global Advisors Inc
  Winston-Salem, NC
• 2005-01-07 → 2018-08-17
  Brendle Financial Group, Llc
  Winston-Salem, NC
  Winston-Salem, NC

Other Businesses

1) LICENSED REAL ESTATE BROKER POSITION: BROKER NATURE: REAL ESTATE LICENSE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: Winston-Salem NC , United States DESCRIPTION: REAL ESTATE LICENSE; 9/97 2) COUNTRY CLUB ROAD, LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: Winston-Salem NC , United States DESCRIPTION: OWN OFFICE SPACE 3) TRUSTEE FBO MARK W. MENOLO ILIT POSITION: TRUSTEE NATURE: IRREVOCABLE LIFE INSURANCE TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: null START DATE: 06/01/1999 ADDRESS: , Winston-Salem NC , United States DESCRIPTION: ILIT-J 4) BRENDLE FINANCIAL GROUP, LLC POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 10/07/2013 ADDRESS: 4622 Country Club Rd, Suite 220, Winston Salem NC 27104, United States DESCRIPTION: Financial Services firm name 5) RENTAL CONDO POSITION: Owner NATURE: I am in process of acquiring a condo for rental & personal usage.Address is5010 Green Dolphin WayKiawah Island, SC 29455 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2024 ADDRESS: 113 Westhaven Cir, Winston Salem NC 27104, United States DESCRIPTION: I am in process of acquiring a condo for rental & personal usage. The rental activities will be handled by a Kiawah rental company. 6) BRENDLE CROUSE P.A. POSITION: Owner, President NATURE: Certified Public Accounting firm. Registered with NC State Board of CPA Examiners. Firm ID# 12322 INVESTMENT RELATED: No NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 65 START DATE: 01/01/2000 ADDRESS: 4622 Country Club Road, Suite 220, Winston Salem NC 27104, United States DESCRIPTION: Managing the CPA firm. Review and preparation of income tax returns and compiled financial statements. Meetings with clients regarding tax planning items.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-23

Designations

Other Names

• Steve Brendle