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Current Employers
Cunningham Wealth Management

60 Eagle Valley Court, Broadview Heights, OH 44147 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-02-08
  • NC RA
    APPROVED
    Since 2022-02-08

Branch Locations

60 Eagle Valley Court, Broadview Heights, OH 44147 • United States

106 Langtree Village Drive Suite 301, Mooresville, NC 28117 • 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
Sbsb Llc Mclean VA 07/2016 05/2017
The Pension Store Dublin 10/2017 07/2021
N/A N/A XX 06/2017 09/2017
Kylemore Karting Dublin 06/2017 01/2022
Cunningham & Associates Huntersville NC 02/2022 02/2022
Cunningham Wealth Management Huntersville NC 01/2022 Present
  • 07/2016 → 05/2017
    Sbsb Llc
    Mclean, VA
  • 10/2017 → 07/2021
    The Pension Store
    Dublin
  • 06/2017 → 09/2017
    N/A
    N/A, XX
  • 06/2017 → 01/2022
    Kylemore Karting
    Dublin
  • 02/2022 → 02/2022
    Cunningham & Associates
    Huntersville, NC
  • 01/2022 → Present
    Huntersville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-29
  • S65 Uniform Investment Adviser Law Examination
    2020-07-29

View on SEC IAPD

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