Brian began his career in the 80’s as the General Accountant for a government contractor, where he automated the accounting departments’ processes saving hundreds of hours of overtime each year. From there, he enjoyed a broad range of positions including: Registered Representative at Merrill Lynch, Trust Officer at Nations Bank, Retirement Consultant at William M. Mercer, Inc., CFO / FINOP for Triune Capital Advisors, and Supervisory Principal / Designated Principal for LPL Financial where he supervised fifty six advisors and nineteen field OSJ’s, performing supervisory office visits to ensure compliance. He has successfully guided both RIA’s and BD’s through FINRA, SEC and State of NC Audits, and has worked with over twenty start-ups. Brian also holds Series 7, 9, 10, 24, 27, 63, 65, and 82 licenses. Brian enjoys running, travelling, and trout fishing. He currently serves as the Vice Chairman of the Board for Faith, Hope & Love – a Christian based, after school mentoring program.