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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-27 |
| TX | RA | APPROVED_RES | 2015-05-28 |
| IL | RA | APPROVED | 1998-02-16 |
Branch Locations
3201 S. Meadowbrook Road Suite B, Springfield, IL 62711 • United States
Naples, FL • United States
207 West Jefferson Ste 306, Bloomington, IL 61701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph L. Kula, Cpa | Springfield | IL | 11/1986 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/1988 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/1998 | Present |
| Cornerstone Advisers, Llc | Springfield | IL | 11/2012 | Present |
1)JOSEPH L. KULA CPA, CFP ACCOUNTING & TAX PRAC-OWNER SINCE 80-TAX PLANNING, PREP AND VALUATION OF BUS-10HR/WK: 2)CORNERSTONE ADVISERS, LLC; DBA NAME FOR INVESTMENT PRACTICE - INV. RELATED; SPRINGFIELD, IL; FIANCIAL ADVISOR; SINCE 11/2012; 160 HRS/MONTH DURING SECURITIES TRADING HOURS: 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 10/2021, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-25 |
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