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1808 Aston Avenue Suite 150, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-07-07 |
| TX | RA | APPROVED_RES | 2020-06-01 |
Branch Locations
1808 Aston Avenue Suite 150, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 10/2010 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 07/2012 | 10/2024 |
| Independent Insurance Agent | Carlsbad | CA | 01/2015 | Present |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 08/2014 | Present |
1)DBA CORNERSTONE WEALTH ADVISORS; INVESTMENT REL; 1808 ASTON AVE #150, CARSLBAD CA 92008 & 34155 PACIFIC COAST HIGHWAY #101, DANA POINT, CA 92629; ADVISORY SERVICES AND DBA FOR SECURITIES; FINANCIAL ADVISOR; START 10/2010; 50 HRS/MO; 50 HRS/MO DURING TRADING. 2) INDEPENDENT INSURANCE AGENT; INVESTMENT REL; 1808 ASTON AVE #150, CARSLBAD CA 92008 & 34155 PACIFIC COAST HIGHWAY #101, DANA POINT, CA 92629; INSURANCE; AGENT; START 01/2015; 1 HR/MO; 1 HR/MO DURING TRADING; INSURANCE SALES AND SERVICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-18 |
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