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7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-01 |
Branch Locations
7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Planning | Charlotte | NC | 11/2025 | Present |
| Consilio, Llc | Charlotte | NC | 09/2012 | 10/2025 |
| Arnot & Haley, Pllc | Charlotte | NC | 09/2013 | 12/2021 |
| Mccarley Legal, Pllc | Indian Trail | NC | 01/2026 | Present |
1. McCarley Legal, PLLC; Not investment related; Indian Trail, NC; Law firm; Member and Attorney; 01/2026; 40 hours/month, with appx 20 of those hours during securities hours; estate planning services or other associated legal advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
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