Jeffrey Alan Carbone

Current Employers

Employment History

• 11/1991 → Present
  Cornerstone Financial Partners
  Cornelius, NC
• 07/2006 → Present
  Davidson'S Edge, Llc
  Davidson, NC
• 08/2007 → Present
  Jeffrey A. Carbone
  Cornelius, NC
• 08/2007 → Present
  Cornerstone Financial Realty
  Cornelius, NC
• 07/2011 → 11/2017
  Lpl Financial, Llc
  Huntersville, NC
• 07/2011 → 12/2017
  Cornerstone Financial Partners Llc (Cornerstone Wealth)
  Huntersville, NC
• 11/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 01/2018 → Present
  Cornerstone Wealth Group, Llc
  Huntersville, NC

Previous Registrations

• 2011-07-20 → 2017-12-31
  Cornerstone Wealth
  Huntersville, NC
  Cornelius, NC
• 2003-11-18 → 2011-07-20
  Securities America Advisors, Inc.
  Cornelius, NC
• 2001-12-31 → 2003-11-19
  Raymond James Financial Services, Inc.
  Huntersville, NC

Other Businesses

1. Cornerstone Wealth Group, LLC DBA Cornerstone Wealth, Start Date: 01/01/18, 16810 Kenton Drive, Suite 200, Huntersville, NC 28078, RIA, Managing Partner/ Advisor/Financial planning, Investment Related, 160 hours per month, 8 hours per day during trading hours. 2. Davidson's Edge, LLC, Vacant Land, Start Date: 08/2007, Located at Shearer Road & Rock River Road, Davidson, NC, Real Estate Property/Owned for investment purposes, Manager, Investment Related, 1 hour per month, 0 hours per day during trading hours. 3. Somerset Shores HOA, Start Date: 08/01/2022, 17337 Wavecrest Ct., Cornelius, NC 28031, Sumerset Shores, HOA, President, Overseeing one meeting per year, Not Investment Related, 1-5 Hours per month, 0 Hours per day during trading hours. 4. CWG Management Group, LLC., Start Date: 01/01/2018, 16810 Kenton Dr., Ste. 200, Huntersville, NC 28078, LLC, Management Company with operating authority and control over CWG (RIA entity), Managing Member, Management duties, 10 Hours per week, 2 Hours per day during trading hours. 5. Make A Wish, Start Date: 10/07/2025, 6324 Fairview Rd., Ste. 500, Charlotte, NC 28210, 501c3, Non-Profit, Board Member, Assist in preparation and putting on the annual Gala, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-16
• S63 Uniform Securities Agent State Law Examination
  1991-08-07

Designations