AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MT

Mark A. Thornburgh

Some features on this profile are disabled
CRD#: 5613092
MT

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.

Mark A Thornburgh was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2009. Mark had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) 02/18/2015: CORNERSTONE FINANCIAL PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 140 MILESTONE WAY, SUITE A, GREENVILLE, SC 29615 - START 02/20/2015 - 100% OF TIME SPENT (2) 03/03/2015: CORNERSTONE FINANCIAL ADVISORS - INV REL - 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC 28078 - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) CORNERSTONE FINANCIAL PARTNERS - START 02/20/2015 - 100% OF TIME SPENT - IAR (3) 03/03/2015: CORNERSTONE FINANCIAL ADVISORS - INV REL - 140 MILESTONE WAY, SUITE A, GREENVILLE, SC 29615 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) CORNERSTONE FINANCIAL ADVISORS - START 02/20/2015 - 100% OF TIME SPENT - IAR (4) 06/12/2015 - CORNERSTONE FINANCIAL PARTNERS, INC. - INV REL - 140 MILESTONE WAY STE A GREENVILLE, NC 29615 - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) CORNERSTONE WEALTH - 160 HRS/MO DURING SECS TRDG HRS (5) 03/29/2016 * Cornerstone Wealth * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/23/2016 * a). yes - advisory b). no c). no d). no * 160 HRS/MO DURING SECS TRDG HRS. (6) 04/20/2016 * Cornerstone Financial Partners, Inc. * DBA for LPL Business (entity for LPL business) * Cornerstone Wealth * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/30/2016 * 160 HRS/MO DURING SECS TRDG HRS.

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
Greenville, SC
Past

February 26, 2015 - December 31, 2017

CORNERSTONE WEALTH

RIA
CRD#: 157935
GREENVILLE, SC
Past

February 18, 2015 - November 8, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
LEXINGTON, SC
Past

May 31, 2012 - February 18, 2015

CERTUS INVESTMENT ADVISORS, LLC

RIA
CRD#: 159221
CHARLOTTE, NC
Past

May 25, 2012 - February 18, 2015

CERTUSSECURITIES, INC.

BD
CRD#: 144051
GREENVILLE, SC
Past

June 1, 2009 - June 15, 2012

MORGAN STANLEY

RIA
CRD#: 149777
GREENVILLE, SC
Past

June 1, 2009 - June 15, 2012

MORGAN STANLEY

BD
CRD#: 149777
GREENVILLE, SC
Past

February 9, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
GREENVILLE, SC
Past

January 8, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
GREENVILLE, SC

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".
CW
CORNERSTONE WEALTH
CORNERSTONE ENTERPRISE SOLUTIONS GROUP | INVESTMENT DYNAMEX | CORNERSTONE WEALTH GROUP, LLC | CORNERSTONE WEALTH | CORNERSTONE SPORTS ADVISORY GROUP | CORNERSTONE RETIRE

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/7/2009
General Securities Representative Examination

Current Firm

CW
CORNERSTONE WEALTH
CORNERSTONE ENTERPRISE SOLUTIONS GROUP | INVESTMENT DYNAMEX | CORNERSTONE WEALTH GROUP, LLC | CORNERSTONE WEALTH | CORNERSTONE SPORTS ADVISORY GROUP | CORNERSTONE RETIRE

CRD#: 289971 / SEC#: 801-112164

RIA
Registered Investment Advisory firm - (12/22/2017 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
50

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,834
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.

Company Information

CORNERSTONE WEALTH

CRD#: 289971

TRUST BUT VERIFY

Monitor Mark Thornburgh

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics