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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
4622 Country Club Rd, Ste 200, Winston-Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Group, Inc | Raleigh | NC | 01/2005 | 05/2017 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 01/2013 | 05/2017 |
| Lincoln Financial Securities Corporation | Winston Salem | NC | 05/2017 | 04/2021 |
| Royal Alliance Associates, Inc. | Winston Salem | NC | 04/2021 | 02/2025 |
| Lpl Financial Llc | Winston-Salem | NC | 02/2025 | Present |
1 - 12/2024 - Cornerstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 12/2024 - JSMS, LLC - Real Estate Rental - Inv Related - NC 27104 - OBA Start Date: 12/17/2024. 3 - 12/2024 - Cornerstone Wealth Partners - Non-Variable Insurance - Life, Health, Disability, Long Term Care, Fixed Annuities - Inv Related - 1 Hour/Month - 0.5 Hour During Trading - NC 27104 - OBA Start Date: 12/17/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-16 |
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