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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-20 |
| IL | RA | APPROVED | 2020-01-15 |
Branch Locations
57 E. Hattendorf Ave Suite160, Roselle, IL 60172 • United States
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Brooklight Place Securities, Inc. | Fountain Hills | AZ | 09/2010 | Present |
| Interactive Financial Advisors, Inc. | Chicago | IL | 01/2017 | 10/2019 |
| Acrylic Financial, Inc. | Roselle | IL | 01/2020 | Present |
| Cornerstone Financial Group | Roselle | IL | 07/2003 | Present |
1) Registered Representative of Brooklight Place Securities and President of Cornerstone Financial Group (Insurance Brokerage). 2) Agency Principal; Cornerstone Financial Group; Investment related: No; Location: 57 E. Hattendorf Ave; Description of the business: General Insurance Sales; Responsibilities Duties: Oversite and sales ; Start date with business: 2003-07-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 1; Hours devoted to business outside trading hours: 1; Expected total yearly compensation derived from the business: 35%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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