Martha H. Wright

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CRD#: 1541822

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martha Herndon Wright, who also goes by Martha Frances Herndon, was a registered financial professional .

Martha is a previously registered financial professional and started their career in finance in 1986. Martha had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Martha Frances Herndon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 09/16/2008: NON-VARIABLE INSURANCE / FIXED INSURANCE SALES / 10% OF TIME SPENT. 2. 06/05/2012: DBA ONLY / CORNERSTONE FINANCIAL PARTNERS / GREENVILLE, SC 3. 09/06/2012: CORNERSTONE FINANCIAL PARTNERS, INC. / REGISTERED INVESTMENT ADVISOR / TIME SPENT 50% / GREENVILLE, SC 4. 09/29/2014 - CORNERSTONE FINANCIAL PARTNERS, INC. - REGISTERED INVESTMENT ADVISOR DBA - TIME SPENT 50% - GREENVILLE, SC 5. 10/01/2014 - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) CORNERSTONE FINANCIAL PARTNERS, INC. - TIME SPENT 160 HOURS PER MONTH - GREENVILLE, SC 6. 11/06/2014 - CORNERSTONE RISK MANAGEMENT ADVISORS - NON-VARIABLE INSURANCE - AGENT - TIME SPENT 15% - GREENVILLE, SC 7. 06/12/2015 - CORNERSTONE FINANCIAL PARTNERS, INC. - INV REL - 140 MILESTONE WAY STE A GREENVILLE, NC 29615 - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) CORNERSTONE WEALTH - START 07/01/2015 - 160 HRS/MO DURING SECS TRDG HRS. 8. 4/20/2016: Cornerstone Financial Partners, Inc. - DBA: Cornerstone Wealth - Investment Related - At Reported Business Location(s) - Started 03/30/2016 - 160 Hours Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 5, 2018 - December 31, 2024

CORNERSTONE WEALTH

RIA

CRD#: 289971

Huntersville, NC

Past

March 2, 2012 - December 31, 2017

CORNERSTONE WEALTH

RIA

CRD#: 157935

HUNTERSVILLE, NC

Past

December 5, 2006 - February 7, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

GREENVILLE, SC

Past

December 5, 2006 - August 9, 2017

LPL FINANCIAL LLC

CRD#: 6413

GREENVILLE, SC

Past

February 1, 2002 - June 19, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GREENVILLE, SC

Past

January 17, 2002 - December 7, 2006

SECURITIES AMERICA, INC.

CRD#: 10205

GREENVILLE, SC

Past

August 1, 1986 - January 29, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

July 31, 1986 - January 29, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE WEALTH

CRD#: 289971 / SEC#: 801-112164

RIA

Registered Investment Advisory firm - (12/22/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/20/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/30/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CORNERSTONE WEALTH

CRD#: 289971 / SEC#: 801-112164

RIA

Registered Investment Advisory firm - (12/22/2017 Approved)

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Contact information

Main Address

16810 Kenton Drive Suite 200, Huntersville, NC 28078

Mailing Address

Phone number

(704) 987-3410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	6,834
AUM (Assets Under Management)	$ 2,108,342,140

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Martha H. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CORNERSTONE WEALTH

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

Primary Firm SEC Registration

CORNERSTONE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/1998

Series 63

Date: 2/3/1987

SIE

Date: 8/9/2017

Series 6

Date: 7/30/1986

Current Firm

CORNERSTONE WEALTH

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH

TRUST BUT VERIFY

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