Edward Massenburg Wood

Current Employers

Employment History

• 10/2011 → 12/2017
  Cornerstone Financial Advisors
  Huntersville, NC
• 10/2011 → 11/2017
  Lpl Financial Llc
  Charlotte, NC
• 02/2012 → 12/2017
  Cornerstone Financial Partners, Inc.
  Huntersville, NC
• 01/2018 → Present
  Cornerstone Wealth Group Llc
  Huntersville, NC
• 11/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2011-10-13 → 2018-01-04
  Cornerstone Wealth
  Cornelius, NC
  Huntersville, NC
• 2006-09-08 → 2011-10-12
  Kestra Investment Services, Llc
  Charlotte, NC
• 2005-01-03 → 2006-06-09
  Truist Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2004-12-10 → 2005-01-03
  Ncf Financial Services, Inc.
  Charlotte, NC

Other Businesses

1. CORNERSTONE RISK MANAGMENT ADVISORS, LLC., START DATE: 01/01/18, 3436 Torington Way, Ste. 210, Charlotte, NC 28277, LLC, INSURANCE PAY THROUGH COMPANY/AGENT, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. CORNERSTONE WEALTH GROUP, LLC dba CORNERSTONE WEALTH, START DATE: 01/01/18, 3436 Torington Way, Ste. 210, Charlotte, NC 28277, RIA/PARTNER & INVESTMENT ADVISOR, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 3. Christ Our Shepherd Kids, Start Date: 07/01/2023, 226 West John St., Matthews, NC 28105, Non-Profit, Early Childhood specialists who advocate for the healthy development of children and families, Board of Advisors, Attends monthly board member; reviews budgets and financials; no soliciting of investment advice; not directly involved in decision making, Not Investment Related, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-07
• S65 Uniform Investment Adviser Law Examination
  1999-12-31
• S63 Uniform Securities Agent State Law Examination
  1997-10-23

Designations

Other Names

• Ed Wood