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Inactive

Alexander Ballantyne Barnes

Savvy

Fort Mill, SC

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-28
  • SC RA
    APPROVED
    Since 2026-01-28

Branch Locations

Fort Mill, SC • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Huntersville NC 01/2013 11/2017
Cornerstone Financial Partners Huntersville NC 01/2015 12/2017
Cornerstone Wealth Group, Llc Huntersville NC 01/2018 05/2025
Mutual Securities, Inc. Camarillo CA 11/2017 05/2025
Savvy Fort Mill SC 05/2025 Present
  • 01/2013 → 11/2017
    Lpl Financial Llc
    Huntersville, NC
  • 01/2015 → 12/2017
    Cornerstone Financial Partners
    Huntersville, NC
  • 01/2018 → 05/2025
    Cornerstone Wealth Group, Llc
    Huntersville, NC
  • 11/2017 → 05/2025
    Mutual Securities, Inc.
    Camarillo, CA
  • 05/2025 → Present
    Savvy
    Fort Mill, SC
Previous Registrations
  • 2018-01-03 → 2025-06-03
    Cornerstone Wealth
    Belmont, NC
  • 2015-08-31 → 2017-12-31
    Cornerstone Wealth
    Huntersville, NC
  • 2015-02-24 → 2015-03-10
    Lpl Financial Llc
    Huntersville, NC
    Belmont, NC
    Lexington, SC
Other Businesses

Insurance agent; Fixed insurance sales; Start date: January 1, 2013; Investment-related; Approximately 10 hours per month; No address.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-23
S63 Uniform Securities Agent State Law Examination 2012-08-08
  • S65 Uniform Investment Adviser Law Examination
    2015-02-23
  • S63 Uniform Securities Agent State Law Examination
    2012-08-08
Designations
Other Names
  • Alex Barnes

View on SEC IAPD

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