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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-03-20 |
Branch Locations
16810 Kenton Drive, Ste 200, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Partners | Huntersville | NC | 08/2008 | Present |
| Lpl Financial Llc | Huntersville | NC | 08/2013 | 11/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 11/2017 | Present |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 01/2018 | Present |
1. CORNERSTONE WEALTH GROUP, LLC DBA CORNERSTONE WEALTH, START DATE: 01/01/18, 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC 28078, RIA/CLIENT SERVICES ASSOCIATE/LICENSED ADMINISTRATIVE ASSISTANT, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. EDGEWATER PARK HOA, START DATE: 10/2015, PO BOX 4466, MOORESVILLE, NC 28117, HOMEOWNERS ASSOCIATION, TREASURER, RECEIVE AND DEPOSIT ANNUAL DUES, PAY HOA EXPENSES/BUDGET, NOT INVESTMENT RELATED, 3 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-01 |
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