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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 12/2010 | 10/2023 |
| Bank Of America, N.A. | Canfield | OH | 02/2011 | 10/2023 |
| Osaic | Poland | OH | 10/2023 | Present |
1)CORNERSTONE WEALTH ADVISORS, LLC POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 09/28/2023 ADDRESS: 6400 Olde Stone Crossing, Poland OH 44514, United States DESCRIPTION: This is a DBA 2)JOHN BEATO INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2001 ADDRESS: 6400 Olde Stone Crossing, Poland OH 44514, United States DESCRIPTION: Sell fixed annuities, life insurance, and long term care
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-13 |
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