Benjamin P. Haynes

CASSIA CAPITAL PARTNERS LLC

WINSTON SALEM, NC 27101

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CRD#: 8029837

Professional summary

Benjamin Parker Haynes, who also goes by Parker Haynes, is a registered financial advisor currently at CASSIA CAPITAL PARTNERS LLC located in Winston Salem, North Carolina.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Benjamin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Parker Haynes

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.

I am an ordained United Methodist Minister and occasionally I conduct worship services, preach and officiate weddings and funerals. These instances are rare as I am no longer actively working in a church. Sometimes churches or individuals choose to provide an honorarium to me for my services and I may or may not choose to accept it.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Parker Haynes'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

June 23, 2025 - Present

CASSIA CAPITAL PARTNERS LLC

Office #1: 1144 West Fourth Street Suite 200, Winston Salem, NC 27101

RIA

CRD#: 159911

WINSTON SALEM, NC

Past

April 14, 2025 - June 17, 2025

CANNON WEALTH MANAGEMENT SERVICES

RIA

CRD#: 323302

WINSTON SALEM, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CASSIA CAPITAL PARTNERS LLC

CRD#: 159911 / SEC#: 801-119057

RIA

Registered Investment Advisory firm - (7/15/2020 Approved)

Illinois

Registered Investment Advisory firm - (11/10/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (8/3/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/20/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/14/2025

Uniform Investment Adviser Law Examination

Current Firm

CASSIA CAPITAL PARTNERS LLC

CRD#: 159911 / SEC#: 801-119057

RIA

Registered Investment Advisory firm - (7/15/2020 Approved)

Illinois

Registered Investment Advisory firm - (11/10/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (8/3/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/20/2020 Terminated)

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Contact information

Main Address

1144 West Fourth Street Suite 200, Winston Salem, NC 27101

Mailing Address

Phone number

(336) 723-4585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CASSIA DISCLOSURE BROCHURE (7/1/2025)

Regulatory assets under management

Total Number of Accounts	496
AUM (Assets Under Management)	$ 205,995,647

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.

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Benjamin P. Haynes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Parker Haynes's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASSIA CAPITAL PARTNERS LLC

CANNON WEALTH MANAGEMENT SERVICES

Primary Firm SEC Registration

CASSIA CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2025

Current Firm

CASSIA CAPITAL PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASSIA CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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