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Advisor at CORNERSTONE WEALTH
Greenville, SC | HUNTERSVILLE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CORNERSTONE WEALTH | Independent wealth | Jun 30, 2024 | n/a | yes | HUNTERSVILLE, NC|Greenville, SC | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | May 23, 2023 | Jun 24, 2024 | no | UTICA, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | CORNERSTONE WEALTH | Jun 24, 2024 | Jun 30, 2024 | 6 | Firm change | Ibd to RIA |