Jeffrey Brett Vaughn

Current Employers

Employment History

• 02/2010 → Present
  Synergy Investment Group, Llc
  Kannapolis, NC
• 02/2012 → Present
  Stonex Securities Inc.
  Charlotte, NC

Previous Registrations

• 2010-02-18 → 2012-03-06
  Synergy Investment Group, Llc
  Kannapolis, NC
  Charlotte, NC
• 2008-06-13 → 2010-02-01
  Fifth Third Securities, Inc.
  Midland, NC
  Kannapolis, NC
  Davidson, NC
  Kannapolis, NC
  Mooresville, NC
  Naples, FL
  Landis, NC
  Troutman, NC
  Kannapolis, NC
• 2007-12-13 → 2008-06-16
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Charlotte, NC
  Kannapolis, NC

Other Businesses

1). Syneregy Insurance Group 708 McLain Rd Kannapolis NC 28083 Nature of Business: Insurance Sales Investment Related: Yes Business Position: Representative Business Duties: Insurance Sales Business Start Date: 01/30/2012 Approximately 5 hours spent on this OBA monthly with .5 hours spent during market hours. 2) SYNERGY INVESTMENT GROUP, LLC. YES, INVESTMENT RELATED; 2622 DALE EARNHARDT BLVD. KANNAPOLIS, NC. 28083; RIA; INVESTMENT ADVISORY ADVISORY REPRESENTATIVE; 06/14/2013; 5 HOURS PER MONTH AND DURING SECURITY TRADING HOURS; INVESTMENT ADVISORY SERVICES TO CLIENTS. 3)Avista Resort Condo Owner Init 1712 300 North Ocean Blvd North Myrtle Beach SC 29582 Nature of Business: Own Property that Avista rents out Investment Related: No Business Position: Owner Business Duties: Just owner of a unit. Not involved with any other aspect of Property Business Start Date: 10/03/2014 Approximately zero hours spent on this OBA monthly. 4) Vaughn Wealth Management Inc 160 Fox Grove Lane Salisbury, NC 28146 Investment Related: Yes Date Started: 3/20/2018 Title: Owner Duties: President Nature: It is my S Corp where my Income goes through Zero hours spent on this OBA. 5) Kann-Corn Properties LLC 2626 Dale Earnhardt Blvd, Kannapolis, NC 28083 05/06/2019 Non Investment Related Title: member Nature: Rent out Real Estate Duties: Make decisions on overall matters Approximately one hour per month with zero during market hours. 6) Synergy Wealth Management 708 McLain Rd Kannapolis NC 28083 Nature of Business: Manage Investment Accounts Investment Related: Yes Business Position: Investment Advisor Business Duties: Manage Investment accounts Business Start Date: 03/01/2017 Approximately 40 hours spent on this OBA monthly, with 8 during market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-12
• S66 Uniform Combined State Law Examination
  2001-03-09
• S63 Uniform Securities Agent State Law Examination
  1994-07-15

Other Names

• Jeff Vaughn