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Advisor at CORNERSTONE WEALTH
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 | Apr 24, 2018 | n/a | yes | HUNTERSVILLE, NC | Current employment |
| FINTRUST INVESTMENT ADVISORY SERVICES, LLC | Former SEC adviser | Feb 8, 2016 | Mar 29, 2018 | no | GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINTRUST INVESTMENT ADVISORY SERVICES, LLC | CORNERSTONE WEALTH | Mar 29, 2018 | Apr 24, 2018 | 26 | Firm change | Other |