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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-04-24 |
Branch Locations
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fintrust Brokerage Services, Llc | Greenville | SC | 07/2015 | 04/2018 |
| Fintrust Investment Advisory Services, Llc | Greenville | SC | 02/2016 | 04/2018 |
| Cornerstone Wealth Group Llc | Huntersville | NC | 05/2018 | Present |
American Funds RIA Advisory Board Member, advise on client business, 4-8 hours business time
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
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