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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-13 |
| NC | RA | APPROVED | 2018-01-03 |
Branch Locations
701 Greenvalley Road Suite 304, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-03 |
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