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Investment Adviser Firm Summary

CORNERSTONE WEALTH GROUP, LLC (CRD# 289971 / SEC# 801-112164)
Alternate Names: CORNERSTONE RETIRE , CORNERSTONE SPORTS ADVISORY GROUP , CORNERSTONE WEALTH , CORNERSTONE WEALTH GROUP, LLC , INVESTMENT DYNAMEX

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 12/22/2017

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 01/02/2018
Arizona 01/02/2018
California 01/02/2018
Colorado 01/02/2018
Florida 01/02/2018
Georgia 01/02/2018
Illinois 01/07/2018
Indiana 01/02/2018
Iowa 01/02/2018
Kansas 01/02/2018
Kentucky 01/02/2018
Louisiana 01/02/2018
Maine 01/02/2018
Maryland 01/02/2018
Michigan 01/02/2018
Minnesota 01/02/2018
Mississippi 01/02/2018
Missouri 01/02/2018
Nebraska 01/02/2018
Nevada 01/02/2018
New Hampshire 01/02/2018
New Jersey 01/11/2018
New York 01/02/2018
North Carolina 01/02/2018
Ohio 01/02/2018
Pennsylvania 01/02/2018
South Carolina 01/02/2018
Tennessee 01/02/2018
Texas 01/02/2018
Virginia 01/02/2018
Washington 01/02/2018
Wisconsin 01/02/2018
Wyoming 01/02/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser