Cornerstone Wealth Group LLC
Legal Name: CORNERSTONE WEALTH GROUP, LLC
Full Contact Details
Cornerstone Wealth Group LLC
16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC
704-987-3410
704-987-4240
Other Info
Cornerstone Wealth Group LLC is legally known as CORNERSTONE WEALTH GROUP, LLC. It is a DE Limited Liability Company. This firm has 40 employees, of which 40 are employees in advisory roles. It serves 53 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as Approved, with a registration date of Dec 22, 2017.
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Direct Owners
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ANDREW KELSEY SMITH
PARTNER owns less than 5%
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BRIAN TODD NEEDLEMAN
PARTNER owns less than 5%
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CRAIG ALAN RUBRECHT
CEO owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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JEFFREY ALAN CARBONE
PARTNER owns less than 5%
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JOSEPH EDWARD SWEENEY
PARTNER owns less than 5%
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RACHEL LEE POSNER
CCO owns less than 5%
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TERRI E FIESSINGER
COO owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more