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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-30 |
Branch Locations
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
75 Beattie Place 110, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2022 | 03/2023 |
| Unemployed | Wampsville | NY | 06/2022 | 08/2022 |
| Haylor Freyer & Coon | Syracuse | NY | 01/2021 | 05/2022 |
| Oneida Healthcare | Oneida | NY | 01/2020 | 11/2021 |
| Arby's | Oneida | NY | 06/2019 | 08/2019 |
| Oswego State University | Oswega | NY | 08/2018 | 05/2022 |
| Oneida Healthcare | Oneida | NY | 04/2018 | 08/2018 |
| Mcdonald's | Oneida | NY | 05/2017 | 08/2017 |
| Oneida High School | Oneida | NY | 09/2014 | 07/2018 |
| Royal Alliance | Utica | NY | 03/2023 | 06/2024 |
| Mutual Securities, Inc. | Greenville | SC | 06/2024 | Present |
1. Cornerstone Wealth Group, Start Date: 06/10/2024, 16810 Kenton Dr., Ste. 200, Huntersville, NC 28078, LLC, RIA, Client Services Associate, Admin to Advisors, Submit new Account paperwork, open new Accounts, Account Transfer request, etc., Investment Related, 160 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
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