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Inactive

Kenneth Warren Poe

Corient

Charlotte, NC

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-10-11
TX RA APPROVED 2022-10-11
  • NC RA
    APPROVED
    Since 2022-10-11
  • TX RA
    APPROVED
    Since 2022-10-11

Branch Locations

4201 Congress Street Suite 240, Charlotte, NC 28209 • 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
Mcgill Advisors, Inc. (Formerly Select Consulting, Inc.) Charlotte NC 04/2010 06/2017
Ci Brightworth (Formerly Mcgill Advisors) Charlotte NC 07/2017 03/2023
Cipw Service Company, Llc Toronto 01/2022 07/2023
Corient Charlotte NC 10/2022 Present
Corient Services Llc Miami FL 07/2023 Present
  • 04/2010 → 06/2017
    Mcgill Advisors, Inc. (Formerly Select Consulting, Inc.)
    Charlotte, NC
  • 07/2017 → 03/2023
    Ci Brightworth (Formerly Mcgill Advisors)
    Charlotte, NC
  • 01/2022 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 10/2022 → Present
    Corient
    Charlotte, NC
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2017-07-03 → 2023-03-31
    Ci Brightworth Private Wealth
    Charlotte, NC
    Atlanta, GA
  • 2010-09-21 → 2017-09-08
    Mcgill Advisors, Inc.
    Charlotte, NC
  • 2005-03-07 → 2008-11-18
    Synergy Investment Group, Llc
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-28
  • S66 Uniform Combined State Law Examination
    2004-10-28
Designations
Other Names
  • Kenneth Warren Poe

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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