Annabeth Grace Wilkes

Current Employers

Employment History

• 07/2019 → 03/2021
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2015 → 05/2019
  Winthrop University
  Rock Hill, SC
• 09/2018 → 05/2019
  Burkett Financial Services
  Rock Hill, SC
• 01/2017 → 04/2018
  Winthrop University Residence Life Office
  Rock Hill, SC
• 08/2017 → 11/2017
  Winthrop University Office Of The First Year Experience
  Rock Hill, SC
• 08/2016 → 11/2016
  Winthrop University Office Of The First Year Experience
  Rock Hill, SC
• 09/2015 → 09/2016
  Maple Street Monograms
  Rock Hill, SC
• 04/2021 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2021 → Present
  Cornertone Wealth Group, Llc. Dba Cornerstone Wealth
  Charlotte, NC

Other Businesses

1. Cornerstone Wealth Group, LLC., Start Date: 03/29/2021, 3436 Torington Way, Ste. 210, Charlotte, NC 28277, LLC, RIA, Associate Advisor, Prepare and organize review materials for meetings, manage follow up items from client meetings, complete new account applications, asset transfer forms and other specific maintenance requests, handle money movement requests including distribution processing, maintain client records, Investment Related, 40 Hours per month, 37.5 Hours per day during trading hours. 2. Notary, Start Date: 10/26/2021, 3436 Torington Way, Ste. 210, Charlotte, NC 28277, Notary Public, Notary Public, Notarize documents upon request, Not Investment Related, 1-5 Hours per month, 1-5 Hours per day during trading hours. 3. Pioneer Church, Start Date: 08/06/2021, 1041 Sylvia Circle, Rock Hill, SC 29730, Church Finance Committee, Finance Committee Member, I help manage church budget and expenses, Not Investment Related, 0-5 Hours per month, 0-5 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-20

Designations

Other Names

• Annabeth Harris
• Annabeth Grace Harris