Edward Blair Secrest

Current Employers

Employment History

• 10/2001 → 12/2024
  Southeast Financial Group, Inc (Dba).
  Durham, NC
• 09/2009 → 08/2019
  Lpl Financial, Llc
  Raleigh, NC
• 10/2012 → 11/2019
  Secrest Blakey & Associates, Llc
  Raleigh, NC
• 08/2019 → 10/2025
  Liberty Partners Financial Services, Llc
  Raleigh, NC
• 10/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 10/2025 → Present
  Modern Capital Securities, Inc.
  Raleigh, NC
• 05/2019 → Present
  Jed Farms
  Raleigh, NC

Previous Registrations

• 2009-11-16 → 2024-12-31
  Southeast Financial Group
  Durham, NC
  Raleigh, NC
• 2009-09-08 → 2009-11-16
  Lpl Financial Llc
  Raleigh, NC
• 2005-08-15 → 2009-09-08
  Waterstone Financial Group, Inc.
  Boston, MA
  Huntersville, NC
  Durham, NC
  Durham, NC
• 2001-12-31 → 2005-08-15
  Tower Square Securities, Inc.
  Durham, NC

Other Businesses

1. 01/26/2010 - REAL ESTATE RENTAL- ESRA LLC - 7780 Brier Creek Parkway Suite 325 Raleigh, NC 27617. I OCCUPY THE OFFICE AND PAY RENT TO MY LLC (ESRA LLC). 2. Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Secrest Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. 3. Accessible AI (Plansync): Investment related; business is for profit; The company is building a CRM for managing 401 (K) plans; www.makeaccessible.ai and plansync.ai; Address: 405 Virginia Drive, Winter Park FL 32789; Position: Sales - Product development and introduction to users. Start: January, 2024 as a mentor; equity stake of approximately 22%-26%; 40 hours devoted during the month: 10 hours during securities trading hours. 4. JED Farms: 7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617. No securities. Real estate holding firm. 1/3 owner. Started 5/30/2019. Revenue from hay sales. Hours per month - 2. 5. Southeast Financial Group: 7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617. His RIA firm. Started 9/1/2001. 40 hours per week in tandem with the Broker Dealer at Modern. Financial Planner. 6. Summit Financial. 7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617. Additional RIA Firm. Started 4/15/2024. Combined with the other RIA and our BD at Modern, its the same 40 hours. Financial Planner. 7. Alexander Office Park HOA. 7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617. Office condo HOA. Started 9/1/2018. 4 hours per month. Volunteer basis. Assists with oversight of property and a liaison to tenants.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-13
• S63 Uniform Securities Agent State Law Examination
  1991-09-05

Designations