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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-12 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiscal Wisdom Wealth Management, Llc | Atlanta | GA | 01/2024 | 04/2024 |
| Unemployed | Conyers | GA | 06/2014 | 01/2024 |
| Advisor Share Wealth Management | Bellevue | WA | 05/2024 | 08/2024 |
| Cornerstone Advisors Llc | Conyers | GA | 07/2024 | Present |
Cornerstone Advisors LLC; Investment Related; Insurance Sales; Licensed Resident Insurance Agent; start date 05/15/2026; approx. hours 10 per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-19 |
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