Best Investors Account Sign in
Inactive

Jerett Ross Dimarzio

Cornerstone Wealth

Huntersville, NC

Claim This Profile
Current Employers
Cornerstone Wealth

16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-01-03
  • NC RA
    APPROVED
    Since 2018-01-03

Branch Locations

16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2014 → Present
    Huntersville, NC
  • 06/2014 → 12/2017
    Cornerstone Financial Partners, Inc.
    Huntersville, NC
  • 01/2018 → Present
    Cornerstone Wealth Group, Llc
    Huntersville, NC
Previous Registrations
  • 2015-10-29 → 2017-12-31
    Cornerstone Wealth
    Huntersville, NC
  • 2015-03-17 → 2017-11-08
    Huntersville, NC
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-16
  • S66 Uniform Combined State Law Examination
    2015-03-16
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Huntersville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor