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1000 W Wallings Rd Suite D, Broadview Heights, OH 44147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2006-01-24 |
Branch Locations
1000 W Wallings Rd Suite D, Broadview Heights, OH 44147 • United States
12223 Madison Avenue, Lakewood, OH 44107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Broker Self-Employed | Cleveland | OH | 02/1996 | Present |
| Cornerstone Asset Management Services, Inc. | Lakewood | OH | 12/2005 | Present |
| Professional Asset Management, Inc. | Bloomfield Hills | MI | 08/2007 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2010 | Present |
(1) A) CHRISTINE BULES B) INVESTMENT RELATED D) FIXED INSURANCE E) AGENT F) 1989 G) 60 HRS/MONTH H) 20 DURING TRADING HRS I) SALES J) NOT AN OFFICER K) NO CLIENTS INVOLVED L) COMPENSATION VARIES (2) A) CORNERSTONE ASSET MANAGEMENT SERVICES, INC. B) INVESTMENT RELATED C) 7676 BROADVIEW RD #109 BROADVIEW HEIGHTS, OH 44147 D) INDEPENDENT RIA E) IAR F) 2006 G) 40 HRS/MONTH H) 30 DURING TRADING HOURS I) SALES, MARKETING J) NOT AN OFFICER K) CLIENTS INVOLVED L) $5,000/YEAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-15 |
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