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Current Employers
Cornerstone Wealth Partners, Llc

2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-02-11
TX RA APPROVED_RES 2025-02-07
CA RA APPROVED 2024-03-21
GA RA APPROVED 2020-10-16
  • MI RA
    APPROVED
    Since 2025-02-11
  • TX RA
    APPROVED_RES
    Since 2025-02-07
  • CA RA
    APPROVED
    Since 2024-03-21
  • GA RA
    APPROVED
    Since 2020-10-16

Branch Locations

3040 State Street, Peachtree City, GA 30269 • United States

2525 Jolly Road, Suite 200, Okemos, MI 48864 • 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
Federal Aviation Administration Mather CA 01/2014 11/2019
Federal Aviation Administration Peachtree City GA 11/2019 06/2022
Cornerstone Wealth Partners, Llc Okemos MI 10/2020 Present
Churchill Mortgage Grand Rapids MI 10/2021 Present
  • 01/2014 → 11/2019
    Federal Aviation Administration
    Mather, CA
  • 11/2019 → 06/2022
    Federal Aviation Administration
    Peachtree City, GA
  • 10/2020 → Present
    Okemos, MI
  • 10/2021 → Present
    Churchill Mortgage
    Grand Rapids, MI
Other Businesses

The Cottages at Laurel Brooke; Short term rental property; Non-investment related; Owner; Since 2023; 20 hours/month. LB Golf Carts; Golf cart rentals; Non-investment related; Owner; Since 2025; 2 hours/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-26
  • S65 Uniform Investment Adviser Law Examination
    2020-06-26

View on SEC IAPD

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