Brian M. Megenity
Professional summary
Brian Mcdonald Megenity is a registered financial advisor currently at UHY WEALTH MANAGEMENT RIA LLC located in Milton, Georgia and BLUE MONARCH FINANCIAL INC. located in Milton, Georgia.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brian has worked at 49 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 62, Series 14, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Mcdonald Megenity's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 29, 2024 - Present
UHY WEALTH MANAGEMENT RIA LLC
October 29, 2025 - Present
BLUE MONARCH FINANCIAL INC.
November 2, 2012 - Present
MAGV SECURITIES, INC.
August 5, 2013 - Present
ASCENDIANT CAPITAL MARKETS, LLC
Office #1: 4 Park Plaza, Suite 1950, Irvine, CA 92614August 5, 2013 - Present
ASCENDIANT SECURITIES, LLC
Office #1: 110 Front Street, Suite 300, Jupiter, FL 33477February 21, 2018 - Present
PRIME DECISION CONSULTING LLC
Office #1: 11 John Street, Warwick, NY 10990-1413September 10, 2018 - Present
EURONEXT MARKET SERVICES LLC
Office #1: 180 Maiden Lane 15th Floor, New York, NY 10038August 7, 2019 - Present
BITOODA TECHNOLOGIES LLC
Office #1: 55 Arch Street, Greenwich, CT 06830July 14, 2020 - Present
COBALT CAPITAL, INC.
Office #1: 801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746August 22, 2020 - Present
OAK HILLS SECURITIES, INC.
Office #1: 121 Ne 50th, Oklahoma City, OK 73105August 23, 2021 - Present
EDWARD WOLFE LLC
Office #1: 11710 Plaza America Drive Suite 2000, Reston, VA 20190September 22, 2021 - Present
TITAN GLOBAL TECHNOLOGIES LLC
Office #1: 508 Laguardia Pl Fl 3, New York, NY 10012July 22, 2022 - Present
ENERECAP PARTNERS, LLC
Office #1: 1718 Peachtree Street, Nw Suite 900, Atlanta, GA 30309August 19, 2022 - Present
UHY CAPITAL GROUP, LLC
Office #1: 27725 Sansbury Blvd Suite 385, Farmington Hills, MI 48334November 10, 2022 - Present
GA CAPITAL MARKETS BD, LLC
Office #1: 2646 Nw Cornell Road, Portland, OR 97210January 4, 2023 - Present
ROCKET DOLLAR CAPITAL, LLC
Office #1: 212 Tenny Lane, Kyle, TX 78640May 31, 2023 - Present
HORANG SECURITIES, LLC
Office #1: 27 W 72nd St #810, New York, NY 10023April 18, 2024 - Present
TSG CAPITAL ADVISORS
Office #1: 3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779October 8, 2024 - Present
TREND TRADE SECURITIES LLC
Office #1: 157 S Fair Oaks Ave. Suite# 1018, Pasadena, CA 91105May 13, 2025 - Present
HAPI
August 23, 2023 - June 21, 2024
AIRLINK MARKETS, LLC
June 22, 2022 - December 20, 2022
H & L EQUITIES, LLC
June 28, 2021 - January 13, 2022
5D PARTNERS LLC
April 14, 2021 - October 7, 2022
GA CAPITAL MARKETS BD, LLC
March 3, 2020 - June 5, 2025
OPTIMX SECURITIES LLC
August 8, 2019 - August 19, 2024
JOHNSTONE BROKERAGE SERVICES, LLC
May 20, 2019 - March 25, 2025
PARSONEX CAPITAL MARKETS, LLC
May 17, 2019 - March 14, 2022
FUSION ANALYTICS SECURITIES LLC
December 7, 2018 - January 23, 2019
COBALT CAPITAL, INC.
July 6, 2017 - May 23, 2022
EC SECURITIES LLC
May 17, 2017 - February 20, 2024
FINANCIAL ADVOCATES SECURITIES, LLC
April 6, 2017 - December 31, 2022
ACC SECURITIES, LLC
April 12, 2016 - November 2, 2018
MAXWELLFORT INVESTMENTS, LP
June 12, 2015 - April 6, 2020
CASH APP INVESTING LLC
April 24, 2015 - February 1, 2018
FENIX SECURITIES, LLC
October 6, 2014 - May 20, 2016
TCT SECURITIES & DERIVATIVES, LLC
February 20, 2014 - February 25, 2019
GARRISON SECURITIES LLC
July 3, 2013 - September 2, 2014
CASH APP INVESTING LLC
February 12, 2013 - February 21, 2014
BANKERS INTERNATIONAL SECURITIES, INC.
August 26, 2011 - June 24, 2013
GRF CAPITAL INVESTORS, INC.
June 2, 2011 - March 19, 2021
AX TRADING, LLC
April 11, 2011 - August 26, 2014
MBS CAPITAL MARKETS, LLC
January 13, 2011 - April 25, 2011
MIDSOUTH CAPITAL, INC.
September 9, 2010 - December 31, 2010
MIDSOUTH CAPITAL, INC.
September 2, 2010 - April 25, 2011
MIDSOUTH CAPITAL, INC.
October 8, 2009 - August 8, 2022
CODA MARKETS, INC.
December 5, 2007 - August 31, 2009
INVESTMENT ADVISORS INTERNATIONAL, INC.
October 4, 2007 - August 25, 2009
WORLD GROUP SECURITIES, INC.
March 5, 2004 - November 9, 2006
WORLD GROUP SECURITIES, INC.
October 3, 2001 - March 5, 2004
PFS INVESTMENTS INC.
May 18, 2001 - May 29, 2001
MCMG CAPITAL ADVISORS, INC.
May 18, 2001 - September 19, 2001
FALLBROOK CAPITAL SECURITIES CORP.
May 18, 2001 - September 20, 2001
JOHNSON CAPITAL, L L C
May 18, 2001 - September 25, 2001
BROOKVILLE CAPITAL PARTNERS
July 21, 1997 - August 25, 1999
J.P. TURNER & COMPANY, L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/24/2024)
(7/29/2024)
(8/12/2024)
(10/29/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 62
Date: 12/7/1998
Corporate Securities Limited Representative ExaminationFINRA
Current Firm
BLUE MONARCH FINANCIAL INC.
CRD#: 330561 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 9,421,200 |
Red Flags
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