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74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-01-07 |
Branch Locations
74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Institutional Investors, Llc | Bethlehem | PA | 08/2015 | Present |
| M Holdings Securities, Inc. | Bethlehem | PA | 08/2015 | Present |
| Cornerstone Advisors Asset Management Llc | Bethlehem | PA | 01/2016 | Present |
| Cornerstone Benefits, Inc | Bethlehem | PA | 08/2015 | Present |
(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Client Service; started 8/2015; 5% of time; 5% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Client Service; started 8/2015; 5% of time; 5% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Client Service; started 8/2015; 90% of time; 90% of time during trading hours (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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