Rachel Lee Posner

Current Employers

Employment History

• 01/2011 → 12/2017
  Signature Estate & Investment Advisors, Llc
  Los Angeles, CA
• 10/2007 → 12/2017
  Signator Investors Inc.
  Los Angeles, CA
• 04/2012 → 12/2017
  Signature Investment Advisors, Llc
  Los Angeles, CA
• 08/2015 → 12/2017
  Signature Intelligent Portfolios, Llc
  Los Angeles, CA
• 01/2018 → Present
  Cornerstone Wealth Group, Llc.
  Huntersville, NC
• 01/2018 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2010-04-14 → 2018-02-23
  Seia
  Los Angeles, CA
• 2012-05-11 → 2018-02-23
  Signature Investment Advisors, Llc
  Los Angeles, CA
• 2015-08-28 → 2018-02-23
  Signature Intelligent Portfolios, Llc
  Los Angeles, CA

Other Businesses

1. CORNERSTONE WEALTH GROUP LLC DBA CORNERSTONE WEALTH, START DATE: 01/01/18, 3436 Torington Way, Ste. 210, Charlotte, NC 28277, RIA, CHIEF COMPLIANCE OFFICER/SUPERVISION OF BUSINESS ACTIVITY, INVESTMENT RELATED, 140 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. Gig Work - 6-10 HOURS PER WEEK, START DATE: 12/01/2022, NON-INVESTMENT RELATED, NON-TRADING HOURS. 2. Gig Work ( Food Delivery - Door Dash, UberEats, GrubHub, Instacart), Start Date: 01/02/2023, 11415 McGinns Trace Ct., Charlotte, NC 28277, Sole Proprietor, Food Delivery, Contractor, Deliver Food, Not Investment Related, 11-20 Hours per month, 0 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-11-29
• S65 Uniform Investment Adviser Law Examination
  2006-10-03