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Jeffrey Norman Powell

Cornerstone Wealth

Greensboro, NC

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Current Employers
Cornerstone Wealth

16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-13
NC RA APPROVED 2018-01-03
  • SC RA
    APPROVED
    Since 2025-06-13
  • NC RA
    APPROVED
    Since 2018-01-03

Branch Locations

701 Greenvalley Road Suite 304, Greensboro, NC 27408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Raleigh NC 04/2015 Present
Cornerstone Wealth Greensboro NC 04/2016 12/2017
Cornerstone Wealth Group, Llc Huntersville NC 01/2018 Present
  • 04/2015 → Present
    Lpl Financial Llc
    Raleigh, NC
  • 04/2016 → 12/2017
    Greensboro, NC
  • 01/2018 → Present
    Cornerstone Wealth Group, Llc
    Huntersville, NC
Previous Registrations
  • 2016-06-08 → 2017-12-31
    Cornerstone Wealth
    Greensboro, NC
    Huntersville, NC
  • 2013-04-22 → 2015-11-06
    Highland Private Wealth Management
    Bellevue, WA
  • 2012-06-28 → 2013-04-12
    Lnw
    Seattle, WA
  • 2011-02-04 → 2012-06-22
    Carbon Capital Advisors Llc
    North Miami Beach, FL
  • 2012-05-03 → 2012-05-30
    Reliance Wealth Management Llc
    North Miami, FL
  • 2009-11-06 → 2010-12-06
    Miami, FL
Other Businesses

1)4/13/16-Cornerstone Financial Partners, Inc.-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date 4/26/16- 100% 2)4/13/16-Cornerstone Wealth-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date 4/26/16- 100% 3) 06/10/2016 * Cornerstone Financial Partners, Inc. * Registered Investment Advisor Hybrid * (Hybrid) Cornerstone Financial Partners, Inc. * inv rel * 701 Green Valley Road, Suite A Greesboro, NC 29615 - 480 Falls of Nause Rd. Suite 150 Raleigh, NC 27609 * IAR - 1. 2. Yes 3. No 4. Yes * start 3/30/2016 * time spent 100% 4) 06/10/2016 * Cornerstone Financial Partners, Inc. * Registered Investment Advisor DBA * (Hybrid) Cornerstone Financial Advisors * inv rel * 701 Green Valley Road, Suite A Greesboro, NC 29615 - 480 Falls of Nause Rd. Suite 150 Raleigh, NC 27609 * IAR - 1. 2. Yes 3. No 4. No * start 3/30/2016 * time spent 100% 5) 06/10/2016 * Cornerstone Financial Partners, Inc. * Registered Investment Advisor DBA * (Hybrid) Cornerstone Wealth * inv rel * 701 Green Valley Road, Suite A Greesboro, NC 29615 - 480 Falls of Nause Rd. Suite 150 Raleigh, NC 27609 * IAR - 1. 2. Yes 3. Yes 4. No * start 3/30/2016 * time spent 100%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-03
  • S63 Uniform Securities Agent State Law Examination
    2016-06-03
Designations

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