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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-09 |
Branch Locations
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
137 Old Market Street Ste 203, Aiken, SC 29803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Evans | GA | 01/2010 | 05/2017 |
| Country Club Dance Hall | Augusta | GA | 01/2015 | 07/2019 |
| Southwestern Equipment Co. | Augusta | GA | 05/2014 | 08/2018 |
| Wendt Window Cleaning | Evans | GA | 02/2014 | 08/2018 |
| Keystone Financial Services | Martinez | GA | 06/2017 | 07/2022 |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 05/2022 | Present |
(1) KEYSTONE FINANCIAL SERVICES LLC POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/31/2020 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: Registered Assistant at DBA used for marketing purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-23 |
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