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439 4Th Street Sw, Hickory, NC 28602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2024-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arnett Carbis Toothman Wealth Advisors Llc | Charleston | WV | 09/2015 | 12/2017 |
| A & F Insurance Advisors Llc | Charleston | WV | 09/2015 | 12/2017 |
| Butcherjoseph Asset Management, Llc | Charlotte | NC | 01/2018 | 08/2018 |
| Sable Capital Llc | Charlotte | NC | 01/2018 | 08/2018 |
| Poterack Capital Advisory | Fort Mill | SC | 08/2018 | 11/2018 |
| Butcherjoseph Asset Management, Llc | Charlotte | NC | 11/2018 | 04/2019 |
| Sable Capital Llc | Charlotte | NC | 11/2018 | 04/2019 |
| Carolinas Investment Consulting Llc | Charlotte | NC | 04/2019 | 04/2019 |
| Rbc Capital Markets, Llc. | Charlotte | NC | 08/2019 | 04/2021 |
| Unemployed | Charlotte | NC | 04/2019 | 07/2019 |
| Dempsey Lord Smith, Llc | Rome | GA | 04/2021 | 10/2021 |
| Coppell Advisory Solutions Llc, Dba Fusion Capital Management | Dallas | TX | 10/2021 | 02/2022 |
| Belmont Capital Advisors, Inc | Belmont | NC | 04/2021 | 02/2022 |
| Bragg Financial Advisors Inc | Charlotte | NC | 02/2022 | 05/2024 |
| Thayer Financial, L.L.C. | Hickory | NC | 09/2024 | Present |
| Unemployed | Mount Holly | NC | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-26 |
| S66 | Uniform Combined State Law Examination | 2012-11-01 |
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