Craig Alan Rubrecht

Current Employers

Employment History

• 07/2011 → 11/2017
  Lpl Financial Llc
  Huntersville, NC
• 07/2011 → 12/2017
  Cornerstone Financial Advisors
  Huntersville, NC
• 11/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 01/2018 → Present
  Cornerstone Wealth Group, Llc
  Huntersville, NC

Previous Registrations

• 2011-07-20 → 2017-12-31
  Cornerstone Wealth
  Huntersville, NC
  Cornelius, NC
• 2003-11-18 → 2011-07-20
  Securities America Advisors, Inc.
  Cornelius, NC
• 2003-09-19 → 2003-11-19
  Raymond James Financial Services, Inc.
  Huntersville, NC
• 2003-07-01 → 2003-09-19
  Wells Fargo Clearing Services, Llc
  Rochester, NY
• 2001-12-31 → 2003-07-01
  Prudential Equity Group, Llc
  Rochester, NY

Other Businesses

1. CORNERSTONE RISK MANAGEMENT ADVISORS, LLC, START DATE: 01/01/18, 16810 KENTON DRIVE SUITE 200 HUNTERSVILLE, NC 28078, INSURANCE PAY THROUGH COMPANY, AGENT, INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. CORNERSTONE WEALTH GROUP, LLC DBA CORNERSTONE WEALTH, START DATE: 01/01/18, 16810 KENTON DRIVE SUITE 200 HUNTERSVILLE, NC 28078, RIA MANAGING PARTNER/CEO INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 3. CWG Management Group, LLC., Start Date: 01/01/2018, 16810 Kenton Dr., Ste. 200, Huntersville, NC 28078, LLC, Management Company with operating authority and control over CWG (RIA entity), Managing Member, Management duties/CEO duties, 10 Hours per week, 2 Hours per day during trading hours. 4. Focus Strategic Advisory Board, Start Date: 04/01/2025, 875 3rd Ave., New York, NY 10022, LLC, Collective of related Investment Firms, Board Member, The Focus Advisory Board meets 2 times per year, the Executive Team at Focus shares their strategic vision with the board along with strategic initiative, and solicits our feedback and guidance, Not Investment Related, 1-5 Hours per month, 1-5 Hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-07
• S63 Uniform Securities Agent State Law Examination
  1997-02-05