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Account
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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-18 |
| CO | RA | APPROVED | 2025-11-16 |
Branch Locations
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors Corporation | Denver | CO | 11/2013 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 01/2024 |
| Compound Planning | New York | NY | 01/2024 | 12/2024 |
| Domain Money Advisors Llc | New York | NY | 09/2025 | Present |
| Whitney Pappas | Highlands Ranch | CO | 01/2025 | 09/2025 |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-02 |
| S66 | Uniform Combined State Law Examination | 2007-07-13 |
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