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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-04-01 |
Branch Locations
8550 Dorchester Road, North Charleston, SC 29420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisor Alliance | Harrington Park | NJ | 07/2008 | 04/2022 |
| Cornerstone Wealth And Tax Advisory Group | North Charleston | SC | 01/2008 | Present |
| Investment Advisor Group | Hancock | NY | 02/2021 | 04/2022 |
| Strategic Blueprint | Atlanta | GA | 04/2022 | Present |
1. PARTNER AT CORNERSTONE WEALTH & TAX ADVISORY GROUP, INVESTMENT RELATED, 8550 DORCHESTER RD; N. CHARLESTON, SC 29420. POSITION HELD FROM 1/2008 TO PRESENT DEVOTING APPROXIMATELY 200 HOURS PER MONTH. DURING TRADING HOURS APPROX. 6 HOURS /DAY IS SPENT ON THIS OUTSIDE BUSINESS. RESPONSIBLE FOR MANAGING A TEAM OF INSURANCE AGENTS AND OFFERING INSURANCE PRODUCTS. 2. Name: Pure Barre Position: Owner/Sole Proprietor Nature: Fitness Franchise Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 08/01/2015 Address: 919 Houston Northcutt, Mt. Pleasant SC 29464, United States Description: Owner, my wife and I own the business, she is the operator have no day to day duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-02 |
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