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7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-28 |
| IN | RA | APPROVED | 2026-02-10 |
Branch Locations
7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esi Financial Advisors | Raleigh | NC | 10/2025 | 01/2026 |
| Aristotle Spirits | Garner | NC | 07/2019 | 06/2025 |
| Civitas Financial Llc | Indianapolis | IN | 02/2026 | Present |
| Equity Services, Inc. | Raleigh | NC | 09/2025 | 01/2026 |
| Cornerstone Advisory Group Llc | Raleigh | NC | 07/2025 | Present |
| Pearl Therapeutics | Durham | NC | 11/2008 | 06/2019 |
| Gradient Investments, Llc | Arden Hills | MN | 03/2026 | Present |
(1) Cornerstone Advisory Group LLC; Yes; Raleigh, NC; Insurance services; Insurance Agent; 07/2025; 80/ HRS MO; 80/ HSR MO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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