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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
5635 Harris Hill Rd, Williamsville, NY 14221 • United States
21 Goodway Dr, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Seneca | NY | 06/2008 | 06/2025 |
| Kestra Investment Services | Williamsville | NY | 06/2025 | Present |
| Kestra Advisory Services | Williamsville | NY | 06/2025 | Present |
Name: CORNERSTONE CAPITAL WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/16/2025 ADDRESS: 5635 Harris Hill Road, Williamsville NY 14221, United States DESCRIPTION: Present to clients various insurance and or fixed annuity options. Name: CHAPEL WOODS HOMEOWNERS ASSOCIATION POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2004 ADDRESS: PO Box 272, Williamsville NY 14221, United States DESCRIPTION: Decide what needs to be done in common areas and research best provider of services. I do not handle any money. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/16/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-27 |
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