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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sutton Wealth Advisors | Tampa | FL | 05/2016 | 03/2019 |
| Sutton Wealth Advisors, Inc. | Tampa | FL | 03/2018 | 01/2024 |
| Securities Service Network | Tampa | FL | 06/2017 | 09/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | 12/2023 |
| Mutual Securities, Inc. | Camarillo | CA | 12/2023 | Present |
| Cornerstone Wealth Group, Llc. | Tampa | FL | 01/2024 | Present |
1. Fixed Insurance Business, Start Date: 09/13/2017, 3708 West Swann Ave., Ste. 102, Tampa, FL 33609, Individual, Insurance Agency, Insurance Agent, I sell fixed life insurance, disability, and long-term care insurance as well as fixed and fixed indexed annuities, Not Investment Related, 25 Hours per month, 2 Hours per day during trading hours. 2. Cornerstone Wealth Group, LLC., Start Date: 01/01/2024, 3708 West Swann Ave., Ste. 102, Tampa, FL 33609, LLC, Registered Investment Advisor, Investment Advisor, Meeting the clients to discuss to their financial plans & estate plans, Investment Related, 40 Hours per month, 6.5 Hours per day during trading hours. 3. 2320 W. Azeele St., Unit 334, Tampa, FL 33609, Start Date: 08/01/2026, 2320 W. Azeele St., Unit 334, Tampa, FL 33609, Sole Proprietor - Joint Venture, Owner, Rental Property - Owner, Not Investment Related, 1-5 Hours per month, 1-5 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-08 |
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