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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 06/2006 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 06/2006 | 01/2018 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2018 | 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. Partner. Start Date: 04/2004 125 hours/month, during trading hours. Director of operations - manage systems, finance, etc. -2- Name: Fixed Insurance Position: Agent Nature: Fixed life insurance Investment Related: No Hours: 1/ Securities Trading Hours: 1 Start Date: 09/20/2019 -3- Name: Strategic Blueprint, LLC. Position: Independent Contractor Nature: Registered Investment Adviser Investment Related: Yes Hours: 125/ Securities Trading Hours: 125 Start Date: 07/09/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-10 |
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