Mason Carhart has been an investment adviser representative at Cornerstone Securities since October 2023, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Securities LLC is an Overland Park, KS firm with $210M under management, 900 clients and 10 advisers across 4 offices, as of its September 2026 filing.
Mason Carhart’s longest registration is the current one, 3 years at Cornerstone Securities since 2023. Before joining Cornerstone Securities in 2023, Mason Carhart was registered through Next Financial Group, Inc.
- Cornerstone Securities LLCCurrent– present · 3 yearsEagle Point, OR · Adviser representative · Firm CRD 140379
- Next Financial Group, Inc.– · 1 yearMedford, OR · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Mason Carhart is registered as an investment adviser representative in Oregon, since October 2023.
- OregonSince 11 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 February 2022 |
| Series 7TO | General Securities Representative Examination | 9 November 2021 |
| SIE | Securities Industry Essentials Examination | 21 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7419795
- Firm
- Cornerstone Securities · CRD 140379
- Office
- Eagle Point, OR
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Mason Carhart work?
Mason Carhart is an investment adviser representative registered through Cornerstone Securities LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Mason Carhart a financial advisor?
Yes. Mason Carhart has a current investment-adviser registration in Oregon, through Cornerstone Securities since October 2023.
How many years of experience does Mason Carhart have?
Mason Carhart has 4 years in the financial industry, since November 2021, across 2 adviser firms.
What exams has Mason Carhart passed?
Mason Carhart has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2021.
Where is Mason Carhart based?
Mason Carhart’s registered office is in Eagle Point, OR.
Is Mason Carhart registered with FINRA?
No. Mason Carhart has no current broker registration.
How can I verify Mason Carhart’s record?
Search CRD 7419795 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mason Carhart’s full registration record.