Brenton Lohr Smith

2820 Selwyn Ave Suite 420, Charlotte, NC 28209 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-07-23

Branch Locations

Chapel Hill, NC • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greensboro	NC	07/2014	02/2017
Flow Honda Of Burlington	Burlington	NC	11/2017	05/2018
Unemployed	Chapel Hill	NC	03/2017	10/2017
Bb&T Securities, Llc	Raleigh	NC	06/2018	04/2019
Umergence Llc	Plantsville	CT	04/2021	05/2022
Unemployed	Raleigh	NC	05/2019	03/2021
Amazon Services, Llc	4851 Jones Sausage Road	NC	03/2021	05/2023
Kestra Investment Services, Llc	Charlotte	NC	05/2023	05/2026
Gibert Wealth Management Llc	Chapel Hill	NC	07/2026	Present

07/2014 → 02/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greensboro, NC
11/2017 → 05/2018

Flow Honda Of Burlington

Burlington, NC
03/2017 → 10/2017

Unemployed

Chapel Hill, NC
06/2018 → 04/2019

Bb&T Securities, Llc

Raleigh, NC
04/2021 → 05/2022

Umergence Llc

Plantsville, CT
05/2019 → 03/2021

Unemployed

Raleigh, NC
03/2021 → 05/2023

Amazon Services, Llc

4851 Jones Sausage Road, NC
05/2023 → 05/2026

Kestra Investment Services, Llc

Charlotte, NC
07/2026 → Present

Gibert Wealth Management Llc

Chapel Hill, NC

President of the Alumni Board - Delta Kappa Epsilon UNC Chapel Hill - 2-4 hours per month during non-working hours.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-16
S66	Uniform Combined State Law Examination	2014-09-18
S63	Uniform Securities Agent State Law Examination	1996-08-29

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