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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
| NC | RA | APPROVED | 2019-07-09 |
Branch Locations
2301 Stonehenge Drive Suite 210, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 08/2007 | Present |
| Cornerstone Wealth Management | Raleigh | NC | 08/2007 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 07/2019 | Present |
-1- Cornerstone Wealth Management, LLC. Investment related. 2301 Stonehenge Drive, Ste 210, Raleigh, NC 27615. Doing business as name for financial services. Partner. Start Date: 07/2014 160 hours/month, 130 during trading. Client advisor. 2. Tucker Insurance Services. Not investment related. 2032 Hornbeck Ct., Raleigh, NC 27614. Fixed life insurance. Agent. Start date: 11/25/2019. 1 hour/month, during trading. Refer clients that have fixed insurance needs to Eric for his services. 3. Strategic Blueprint, LLC. Investment related. 2301 Stonehenge Drive, Ste 210, Raleigh, NC 27615. Registered investment adviser. Investment adviser representative. Start date: 07/09/2019. 160 hours/month 130 during trading - split between RIA and BD. Provide financial advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
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