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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-19 |
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 |
|---|---|---|---|---|
| North Harbor Yacht Club | Davidson | NC | 06/2018 | 07/2018 |
| Implus | Durham | NC | 05/2019 | 07/2019 |
| Jeld Wen | Charlotte | NC | 05/2020 | 07/2020 |
| Cornerstone Wealth | Huntersville | NC | 05/2021 | 07/2021 |
| Cornerstone Wealth | Huntersville | NC | 05/2022 | 07/2022 |
| Clemson University | Clemson | SC | 08/2017 | 12/2022 |
| 49 Wealth Management | Charlotte | NC | 03/2023 | 05/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2023 | 01/2024 |
| Unemployed | Cornelius | NC | 12/2022 | 03/2023 |
| Hough High School | Cornelius | NC | 08/2016 | 06/2017 |
| Unemployed | Cornelius | NC | 07/2017 | 07/2017 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 08/2024 | 05/2026 |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 07/2026 | Present |
Financial Independence Group; investment related: Yes; Location: 9520 W Catawba Ave #200 Cornelius North Carolina 28031 United States; Position: Financial Professional; Responsibilities: Fiduciary; Start date: 2025-07-21; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 40;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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