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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-20 |
Branch Locations
6235 Hamilton Blvd. Suite 100, Allentown, PA 18106 • United States
1820 Lancaster St, Baltimore, MD 21231 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Portfolios, Llc | Allentown | PA | 06/2007 | Present |
| Lombard Securities Incorporated | Baltimore | MD | 09/2016 | Present |
1. 06/30/2015 - CORNERSTONE PORTFOLIOS, LLC - DBA FOR Lombard Securities BUSINESS -100% - Allentown, PA - Outside Insurance Sales - 10 hours / month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
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