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David Alan Summers

Cornerstone Financial

Atlanta, GA

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Current Employers
Cornerstone Financial

275 14Th Street Nw, Atlanta, GA 30318 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-09-13
  • GA RA
    APPROVED
    Since 2018-09-13

Branch Locations

275 14Th Street Nw, Atlanta, GA 30318 • 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
Cornerstone Financial, Llc Atlanta GA 02/2002 Present
  • 02/2002 → Present
    Cornerstone Financial, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-12
S63 Uniform Securities Agent State Law Examination 2002-02-15
  • S65 Uniform Investment Adviser Law Examination
    2018-09-12
  • S63 Uniform Securities Agent State Law Examination
    2002-02-15

View on SEC IAPD

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