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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-18 |
Branch Locations
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 05/2014 | 03/2017 |
| The Leaders Group, Inc. | Littleton | CO | 02/2018 | 08/2020 |
| Alphastar Capital Management | Cornelius | NC | 03/2017 | 08/2020 |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-04 |
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