Christopher James Gurnee

Current Employers

Employment History

• 09/2004 → Present
  Conerstone Financial & Associates, Inc
  Ogden, UT
• 05/2011 → 06/2018
  Foresters Equity Services, Inc
  Ogden, UT
• 06/2018 → Present
  Kestra Investment Services, Llc
  Ogden, UT
• 06/2018 → Present
  Kestra Advisory Services, Llc
  Ogden, UT

Previous Registrations

• 2014-10-17 → 2018-06-21
  Foresters Equity Services, Inc.
  Ogden, UT
  Odgen, UT
  San Diego, CA
  Ogden, UT
  Pittsburg, CA

Other Businesses

Name: Cornerstone Financial and Associates, Inc. Inv Rel: Yes Address: 962 Chambers Street Suite 12 Ogden UT 84403 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POS: President Start Date: 9/1/2009 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Daily account and relationship management. Name: Cornerstone Professional Properties, LLC. Inv Rel: Yes Address: 962 Chambers Street Suite 12 Ogden UT 84403 NOB: Real Estate POS: President Start Date: 1/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Oversee activities of rental agreement and financials. Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway, Bldg 2 Ste 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 6/25/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Relationship and wealth management. Name: CORNERSTONE MANAGEMENT GROUP, INC POS: Registered agent/board member NOB: Equipment and property rental/services INV REL: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 6043 park vista drive, South Ogden UT 84405 DESC: Board member, voting rights. Oversight of business and some operations Name: CORNERSTONE FINANCIAL AND ASSOCIATES, INC. POSITION: Owner President of S-Corp, Cornerstone Financial and Associates, Inc. Marketing role with regards to software. NATURE: Fee charged to assist with Trust and Will software for estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 03/31/2026 ADDRESS: 962 Chamber Street, Suite 12, South Ogden UT 84403, United States DESCRIPTION: Provide access to Trust and Will software and allow client(s) to complete necessary questions and input data for document and pre-fill important data. Provide service to witness and notarize document on an as-needed basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-10
• S63 Uniform Securities Agent State Law Examination
  2000-09-21

Other Names

• Chirstopher James Gurnee