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RU

Rene M. Usher

DRAGONFLY CAPITAL PARTNERS
Mt Pleasant, SC 29464
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CRD#: 2433659
RU

Professional summary


Rene Matthews Usher, who also goes by Rene M Matthews, Rene Michelle Matthews, is a registered financial professional currently at DRAGONFLY CAPITAL PARTNERS, LLC located in Mt Pleasant, South Carolina.

Rene is registered as a RR (Registered Representative) and started their career in finance in 1994. Rene has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rene M Matthews | Rene Michelle Matthews

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Rene Matthews Usher's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 11, 2003 - Present

DRAGONFLY CAPITAL PARTNERS, LLC

Office #1: 694 Pawley Rd Suite 101, Mt Pleasant, SC 29464Office #2: 694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
BD
CRD#: 125199
Mt Pleasant, SC
Past

July 16, 1997 - September 18, 2000

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

June 21, 1995 - July 31, 1995

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

February 7, 1994 - July 18, 1997

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

January 14, 1994 - February 4, 1994

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(7/14/2003)
RR
South Carolina
(2/14/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DC
DRAGONFLY CAPITAL PARTNERS, LLC
DRAGONFLY CAPITAL PARTNERS, LLC

CRD#: 125199 / SEC#: , 8-65772

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
Mailing Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
Phone number
(704) 488-7712
Established
North Carolina since 08/17/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DRAGONFLY CAPITAL MANAGEMENT COMPANY, LLCSHAREHOLDER
MILLEN, DONALD WOFFORD JRMANAGER, DP, CSO, FINOP, CCO3109616
USHER, RENE MATTHEWSMANAGER, REGISTERED PRINCIPAL, ASO2433659

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DRAGONFLY CAPITAL PARTNERS, LLC

CRD#: 125199Mt Pleasant, SC 29464

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