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Advisor at SIGNATUREFD, LLC
ATLANTA, GA | Charlotte, 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 |
|---|---|---|---|---|---|---|
| SIGNATUREFD, LLC | Independent wealth | Jun 4, 2019 | n/a | yes | ATLANTA, GA|Charlotte, NC | Current employment |
| CORNERSTONE WEALTH | Independent wealth | Jan 5, 2018 | Apr 29, 2019 | no | Huntersville, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 21, 2013 | Feb 3, 2016 | no | CORNELIUS, NC|SAN DIEGO, CA|HUNTERSVILLE, NC|AIKEN, SC|AIKEN, SC|BELMONT, NC | Previous registration |
| CORNERSTONE WEALTH | Former SEC adviser | Feb 1, 2013 | Dec 31, 2017 | no | HUNTERSVILLE, NC|CORNELIUS, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORNERSTONE WEALTH | SIGNATUREFD, LLC | Apr 29, 2019 | Jun 4, 2019 | 36 | Firm change | RIA to RIA |
| CORNERSTONE WEALTH | LPL FINANCIAL LLC | Dec 31, 2017 | Jun 21, 2013 | -1,654 | Firm change after gap | Other |
| LPL FINANCIAL LLC | CORNERSTONE WEALTH | Feb 3, 2016 | Jan 5, 2018 | 702 | Firm change after gap | Other |