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BE

Brendan M. Edmonds

METRIC POINT CAPITAL
Austin, TX 78703
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CRD#: 4940382
BE

Professional summary


Brendan Morgan Edmonds, who also goes by Brendon Morgan Edmonds, is a registered financial professional currently at METRIC POINT CAPITAL, LLC located in Austin, Texas.

Brendan is registered as a RR (Registered Representative) and started their career in finance in 2007. Brendan has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brendon Morgan Edmonds

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 Brendan Morgan Edmonds's 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 7, 2017 - Present

METRIC POINT CAPITAL, LLC

Office #1: 201 W 5th Street, Unit 1100, Austin, TX 78703
BD
CRD#: 287519
Austin, TX
Past

February 21, 2007 - December 21, 2017

ATLANTIC - PACIFIC CAPITAL, INC.

BD
CRD#: 38356
CHICAGO, IL

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
District of Columbia
(11/10/2023)
RR
Florida
(4/20/2018)
RR
Georgia
(9/20/2017)
RR
Illinois
(7/21/2017)
RR
Indiana
(12/21/2017)
RR
Louisiana
(11/9/2017)
RR
Maryland
(11/10/2023)
RR
Michigan
(11/10/2023)
RR
Minnesota
(2/22/2018)
RR
Missouri
(2/15/2018)
RR
New Jersey
(10/12/2017)
RR
North Carolina
(11/6/2017)
RR
Ohio
(1/8/2018)
RR
Tennessee
(11/17/2017)
RR
Texas
(9/25/2017)
RR
Virginia
(3/7/2018)
RR
Wisconsin
(1/25/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 5/26/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/27/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


MP
METRIC POINT CAPITAL, LLC
METRIC POINT CAPITAL, LLC

CRD#: 287519 / SEC#: , 8-69901

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


Main Address
201 W 5th Street Unit 1100, Austin, TX 78701
Mailing Address
201 W 5th Street Unit 1100, Austin, TX 78701
Phone number
(312) 307-1622
Established
Delaware since 09/13/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ALMPC, LLCMEMBER
CPS LINEAGE, LLCMEMBER
MPC HOLDCO, LLCMEMBER
EDMONDS, BRENDAN MORGANCHIEF COMPLIANCE OFFICER4940382
LEYKIKH, ALEXANDER LVOVICHCHIEF EXECUTIVE OFFICER3270133
WEIDNER, JAMES DANIELPFO, POO4861441

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


METRIC POINT CAPITAL, LLC

CRD#: 287519Austin, TX 78703

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