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Advisor at CORNERSTONE WEALTH
Tampa, FL | 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 | Jan 12, 2024 | n/a | yes | Tampa, FL|HUNTERSVILLE, NC | Current employment |
| SUTTON WEALTH ADVISORS, INC. | Former SEC adviser | Nov 6, 2007 | Jan 30, 2024 | no | TAMPA, FL | Previous registration |
| BARRON ASSET MANAGEMENT, INC. | n/a | Apr 21, 2006 | Sep 19, 2008 | no | TAMPA, FL | Previous registration |
| BARRON ASSET MANAGEMENT, INC. | n/a | Jan 7, 1997 | Dec 31, 2005 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUTTON WEALTH ADVISORS, INC. | CORNERSTONE WEALTH | Jan 30, 2024 | Jan 12, 2024 | -18 | Firm change | RIA to RIA |
| BARRON ASSET MANAGEMENT, INC. | SUTTON WEALTH ADVISORS, INC. | Sep 19, 2008 | Nov 6, 2007 | -318 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145359:289971:FL:2024-01-30 | Jan 30, 2024 | Jan 12, 2024 | TAMPA, FL | Firm change |