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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2006-01-05 |
Branch Locations
Wilmington, NC • United States
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 12/2005 | Present |
1. CORNERSTONE WEALTH SERVICES. INVESTMENT RELATED. 523 JOHN D BARRY DRIVE, WILMINGTON, NC 28412. DBA FOR FINANCIAL SERVICES AND OFFERING FIXED INSURANCE THROUGH VARIOUS PRODUCT PROVIDERS. 02/2020. 160 HOURS/MONTH. 120 DURING TRADING. FINANCIAL SERVICES AND FIXED INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-09 |
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