Kerry Mark Rigdon

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 09/2017
  Mcpherson & Mayberry Personal Wealth Management (Ria)
  Dallas, TX
• 09/2012 → 08/2017
  Williams Financial Group
  Dallas, TX
• 07/2015 → 08/2017
  Wfg Advisors, Lp
  Coppell, TX
• 07/2017 → Present
  Sunbelt Securities Inc
  Houston, TX
• 10/2017 → Present
  Mcpherson & Mayberry Personal Wealth Management (Dba)
  Dallas, TX

Previous Registrations

• 2012-10-17 → 2017-09-29
  Mcpherson & Mayberry Personal Wealth Management
  Dallas, TX
  Coppell, TX
• 2015-08-04 → 2017-08-03
  Wfg Advisors, Lp
  Coppell, TX
• 2011-01-04 → 2012-10-08
  Sunbelt Securities, Inc.
  Coppell, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2009-08-10 → 2011-01-25
  Evolve Investment Advisors
  Austin, TX
• 2006-12-08 → 2010-12-31
  Evolve Securities, Inc.
  Coppell, TX
  Dallas, TX
  Dallas, TX
• 1996-10-11 → 2006-12-12
  Hilltop Securities Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

1) McPherson & Mayberry Personal Wealth Management (DBA): Investment Related. 8360 LBJ Freeway Ste 100, Dallas, TX 75243. DBA through Sunbelt Securities Inc. Financial Advisor. No relationship. Start: 09/2012 - DBA 10/2017. 40 hours per week, during trading hours. 2) Independent Insurance Agent (OBA): Investment Related. Executive Center Two, 8360 LBJ Freeway Suite 100, Dallas, TX 75243. Life Insurance. Life Insurance Agent. No relationship. Start: 05/2012. Commission. 10 hours per week, during trading hours as necessary. 3) MP Planning Service (OBA): Investment Related. Executive Center Two, 8360 LBJ Freeway Suite 100, Dallas, TX 75243. General Insurance. 50% owner. Basic Estate Planning Solutions. No relationship. Start: 10/2012. 5 hours a week, during trading hours. Currently not in use. 4) North Texas Advisory Group (OBA): Branch members formed an advisory group of general financial services to assist clients. DBA under Sunbelt. Start 02/19/2020. 0-5 hours a week, 0-10 hours a month. 5) Rustic Cabin (OBA): Not investment related. 736 Lexington, Coppell, TX 75019. Sole owner, no activity. Start: 2006. Zero to 1 hours a week, none during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-11
• S63 Uniform Securities Agent State Law Examination
  1984-10-18