Best Investors
Account
Sign in
Best Investors
Account
Sign in
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-20 |
| 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 |
|---|---|---|---|---|
| Cornerstone Wealth Management | Raleigh | NC | 09/2014 | Present |
| The Strategic Financial Alliance Inc. | Atlanta | GA | 06/2016 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 07/2019 | Present |
-1- Cornerstone Wealth Management, LLC. Investment related. 2301 Stonehenge Drive, Ste 210, Raleigh, NC 27615. Doing business as name for financial services. Employee. Start Date: 09/2014. 160 hours/month, 130 during trading. Provide financial advice to clients and assist in day-to-day operations of Cornerstone Wealth Management. -2- Strategic Blueprint, LLC. Investment related. 2301 Stonehenge Drive, Ste 210, Raleigh, NC 27615. Registered Investment Adviser. Investment adviser representative. Start Date:07/2019. 160 hours/month, 130 during trading (split time with broker dealer). Provide financial advice to clients. -3- Tucker Insurance Services. Investment related. 2032 Hornbeck Ct, Raleigh, NC 27614. Fixed life insurance. Agent. Start Date: 11/2019. 1 hour/month, during trading. Refer clients to Tucker life insurance when they have fixed insurance needs. -4- Bald Head House. Not investment related. Bald Head Island Villa, NC. Rental Property. No day to day duties. Start date: 8/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
Reach out to this advisor