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1808 Aston Avenue Suite 150, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1808 Aston Avenue Suite 150, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 08/2014 | Present |
| Barrett Solutions Inc. | Dana Point | CA | 10/2013 | Present |
| Cornerstone Family Office, Inc. | Carlsbad | CA | 10/2016 | Present |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 02/2015 | Present |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | CA | 05/2020 | Present |
Cornerstone Family Office, Inc.; Owner/CEO; Family Business Management; Carlsbad, CA; Approximately 80 hours per month 20 during trading hours; 10/2016 BARRETT SOLUTIONS INC.; FOUNDER/PRESIDENT; BOOKKEEPING/PAYROLL SERVICES; DANA POINT, CA; APPROXIMATELY 80 HOURS/MONTH SPENT IN THIS BUSINESS; 10/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-23 |
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