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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-01-03 |
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 Llc | Huntersville | NC | 06/2014 | Present |
| Cornerstone Financial Partners, Inc. | Huntersville | NC | 06/2014 | 12/2017 |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 01/2018 | Present |
(1) 12/03/2014: CORNERSTONE FINANCIAL PARTNERS, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) CORNERSTONE FINANCIAL PARTNERS - 100% OF TIME SPENT - LICENSED ADMIN (2) 06/09/2015: CORNERSTONE FINANCIAL PARTNERS, INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 07/01/2015 - 160 HR/MO ALL DURING SECS TRDG HRS (3) 06/12/2015: CORNERSTONE FINANCIAL PARTNERS, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) CORNERSTONE WEALTH - START 07/01/2015 - 160 HR/MO ALL DURING SECS TRDG HRS - ADMIN ROLE (4) 07/09/2015 - CORNERSTONE FINANCIAL PARTNERS, INC - INV REL - 16810 KENTON PLACE SUITE 200 HUNTERSVILLE, NC 28078 - (HYBRID) - REGISTERED INVESTMENT ADVISOR DBA - START 06/16/2015 - 160 HOURS PER MONTH, 160 DURING TRADING - ADMINISTRATIVE ROLE AT RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
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