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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-01-03 |
Branch Locations
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brenda H. Pressley, Cpa, Pa | Davidson | NC | 03/2002 | Present |
| Cornerstone Financial Partners | Huntersville | NC | 10/2015 | 12/2017 |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 01/2018 | Present |
(1)Brenda H Pressley, CPA, PA - (5)President & 100% shareholder (S-corp)-(4)The corporation provides tax preparation & accounting services, tax planning, payroll & bookkeeping services. (2)It is not investment related. (3) 116 S Main St, PO Box 1060, Davidson, NC 28036. (6)Started in March 2002. (7) 200 (8) 160 (9) My duties are primarily tax preparation, tax planning, & client relations. I also serve as Secretary/Treasurer for a local non-profit - Water Well Trust - as a convenience to those running the organization from Washington, DC & Davidson, NC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-23 |
| S66 | Uniform Combined State Law Examination | 1999-09-13 |
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