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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-22 |
Branch Locations
200 1St Avenue Nw Suite 201, Hickory, NC 28601 • United States
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105 • USA
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Hickory | NC | 08/2013 | 10/2016 |
| Southeast Retirement Planners | Hickory | NC | 08/2013 | 09/2016 |
| Broyhill Asset Management | Lenoir | NC | 10/2016 | 09/2018 |
| Broyhill Asset Management, Llc | Lenoir | NC | 12/2016 | 09/2018 |
| Stifel Nicolaus & Co Inc | Hickory | NC | 09/2018 | 10/2025 |
| Benjamin F. Edwards & Company | Hickory | NC | 10/2025 | Present |
1. Notary Public; Hickory, NC; notary services for clients as requested; 04/15/2015; 1.00 Hour(s) Per Month - may be during securities trading hours; Investment- Related. 2. Beach Condo Investment Property - Outer Banks, NC; 1513 N Virginia Dare Trail Unit 202; Kill Devil Hills, NC 27948; Investment/Rental Property; Co-Owner; Ownership; 01/03/2020; 1 Hour per Week; Not During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
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