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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-26 |
| NC | RA | APPROVED | 2019-07-09 |
Branch Locations
2301 Stonehenge Drive Suite 210, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 12/2008 | Present |
| Cornerstone Wealth Management, Llc | Raleigh | NC | 12/2008 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 07/2019 | Present |
1. BLACKBERRY RIDGE. NOT INVESTMENT RELATED. 306 OLD MEGS LANE, BOONE, NC 28607. RENTAL PROPERTY. OWNER. 10/2015. 1 HOUR/MONTH, 0 DURING TRADING. OWNER. 2. CAMEO DESIGN, LLC. NOT INVESTMENT RELATED. 7500 SEXTONS CREEK DRIVE RALEIGH NC 27614. REAL ESTATE - RE-MODELS, BUILDING SPEC AND PRE-SALE HOMES, OFFERING CONSULTING FOR A FEE. OWNER. 5/2018. LESS THAN ONE HOUR PER MONTH, 0 DURING TRADING. NO DUTIES AND RESPONSIBILITIES - ALL DAY-TO-DAY DUTIES CONDUCTED BY OTHER OWNER OF LLC. 3. CORNERSTONE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED. 2301 STONEHENGE DRIVE #210, RALEIGH, NC 27615. DOING BUSINESS AS NAME FOR FINANCIAL SERVICES. PARTNER. 12/2008. 160 HOURS/MONTH, 130 DURING TRADING. CLIENT FINANCIAL ADVISOR AND CHIEF BUSINESS DEVELOPMENT OFFICER. 4. TUCKER INSURANCE SERVICES. INVESTMENT RELATED. 7003 NORTH RIDGE RD, RALEIGH NC 27615. FIXED LIFE INSURANCE. AGENT. 11/2019. 1 HOUR/MONTH, DURING TRADING. REFER CLIENTS TO TUCKER INSURANCE WHEN THEY HAVE FIXED INSURANCE NEEDS. 5. STRATEGIC BLUEPRINT, LLC. INVESTMENT RELATED. 2301 STONEHENGE DRIVE #210, RALEIGH, NC 27615. REGISTERED INVESTMENT ADVISER. INVESTMENT ADVISER REPRESENTATIVE. 7/2019. 160 HOURS/MONTH, DURING TRADING (SPLIT TIME WITH BROKER DEALER AND DBA). PROVIDE FINANCIAL ADVICE TO CLIENTS. 6. Name: Lake Escape, LLC Position: Owner/Sole ProprietorNature: vacation rental property Investment Related: No Hours: 4 / Securities Trading Hours: 0 Start Date: 12/01/2023 Address: 128 Boyd Drive, Bracey VA 23919, United States Description: Rent the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-26 |
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