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Corinne M. Mobley

CRD#: 7788658
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Corinne Marielle Mobley

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.

Corinne Marielle Mobley was a registered financial professional .

Corinne is a previously registered financial professional and started their career in finance in 2023. Corinne had worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

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

October 7, 2023 - November 20, 2024

CENTERLINE WEALTH ADVISORS, LLC

RIA
CRD#: 164485
LOUISVILLE, KY

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
CENTERLINE WEALTH ADVISORS, LLC
BALLAD ADVISORS, LLC | CENTERLINE WEALTH ADVISORS, LLC | BALLAD INVESTMENTS, LLC

CRD#: 164485 / SEC#: 801-76852

RIA
Registered Investment Advisory firm - (6/28/2012 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
IAR
Series 65
Date: 10/7/2023
Uniform Investment Adviser Law Examination

Current Firm


CW
CENTERLINE WEALTH ADVISORS, LLC
BALLAD ADVISORS, LLC | CENTERLINE WEALTH ADVISORS, LLC | BALLAD INVESTMENTS, LLC

CRD#: 164485 / SEC#: 801-76852

RIA
Registered Investment Advisory firm - (6/28/2012 Approved)
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Contact information


Main Address
10200 Forest Green Blvd. Suite 306, Louisville, KY 40223
Mailing Address
Phone number
(502) 242-1561
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE (11/26/2025)

Regulatory assets under management


Total Number of Accounts811
AUM (Assets Under Management)$ 293,280,909

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


CENTERLINE WEALTH ADVISORS, LLC

CRD#: 164485

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