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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-20 |
| NC | RA | APPROVED | 2020-10-28 |
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 | 09/2014 | Present |
| Cornerstone Wealth Management | Raleigh | NC | 09/2014 | Present |
-1- Cornerstone Wealth Management - Investment Related - 2301 Stonehenge Dr. Suite 210 Raleigh, NC 27615 - DBA for financial services - Employee - Start Date: 09/2014 - Approximately 160 hours/month, 160 hours during securities trading (includes activities as RR of broker dealer and IAR of investment adviser) - Advisor, client service. -2- Strategic Blueprint, LLC - Investment Related - 2301 Stonehenge Dr. Suite 210 Raleigh, NC 27615 - Registered Investment Adviser - Investment Adviser Representative - Start Date: 11/2020 - Approximately 160 hours/month, during securities trading - Advisory services provided to clients. -3- Tucker Insurance Services- Investment Related - 7003 North Ridge Road, Raleigh, NC 27615 - Agent - Start Date: 12/18/2020- Approximately 1 hours/month, during securities trading: 1hour -Fixed life insurance- Commission is split with Eric Tucker on policies referred to him.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-27 |
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