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1808 Aston Avenue Suite 150, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1808 Aston Avenue Suite 150, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 12/2018 | Present |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 08/2018 | 11/2018 |
| Full-Time Student | Smithfield | RI | 09/2014 | 05/2018 |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 05/2020 | Present |
| Outback Bones | Solana Beach | CA | 10/2024 | Present |
| Cjz Llc | Carlsbad | CA | 10/2024 | Present |
(1) Outback Bones; No; Solana Beach, CA; Online Pet Retailer; Co-Founder; 10/2024; Spends approximately 10-20 hours a month of his time (2) CJZ LLC; No; Carlsbad, CA; Consult on supply chain; Owner; 10/2024; Spends less than 2 hours a month of his time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
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