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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

HAMILTON PERKINS BOUCHELLE POYNOR

Advisor at ARETE WEALTH ADVISORS, LLC

Birmingham, AL

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Search this name across graphsid dfx:ria:7b108df2-544d-03aa-dbe5-793a507246d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARETE WEALTH ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 6
Exams: S66|S63
First exam: Apr 21, 1993
First registration: Jan 8, 2004
Dual registered: yes, broker-dealer
Other names: HAM POYNOR|HAMILTON P B POYNOR
IAPD individual key: 2318633

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Nov 14, 2018	n/a	yes	Birmingham, AL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 30, 2016	Nov 16, 2018	no	BIRMINGHAM, AL\|SAN DIEGO, CA\|VESTAVIA HILLS, AL\|BIRMINGHAM, AL	Previous registration
RFG ADVISORY, LLC	Independent wealth	Aug 9, 2011	Nov 30, 2016	no	VESTAVIA HILLS, AL\|VESTAVIA HILLS, AL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Apr 24, 2009	Aug 8, 2011	no	BIRMINGHAM, AL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	May 1, 2008	Apr 24, 2009	no	BIRMINGHAM, AL	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jan 8, 2004	May 12, 2008	no	BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	ARETE WEALTH ADVISORS, LLC	Nov 16, 2018	Nov 14, 2018	-2	Firm change	RIA to ibd
RFG ADVISORY, LLC	LPL FINANCIAL LLC	Nov 30, 2016	Nov 30, 2016	0	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	RFG ADVISORY, LLC	Aug 8, 2011	Aug 9, 2011	1	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SECURITIES AMERICA ADVISORS, INC.	Apr 24, 2009	Apr 24, 2009	0	Firm change	Other
EAGLE STRATEGIES LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	May 12, 2008	May 1, 2008	-11	Firm change	Other

Relationships

Registered with (6)

→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Nov 14, 2018 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 30, 2016 to Nov 16, 2018factForm ADV
→ RFG ADVISORY, LLCRegistered adviserregistration: previous registration
Aug 9, 2011 to Nov 30, 2016factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Apr 24, 2009 to Aug 8, 2011factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
May 1, 2008 to Apr 24, 2009factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jan 8, 2004 to May 12, 2008factForm ADV

Dated events

No dated event names this entity yet.