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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-19 |
| NY | RA | APPROVED | 2025-09-18 |
Branch Locations
70 West 40Th Street, 8Th Floor, New York, NY 10018 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
250 W 57Th St Fl 19, New York, NY 10107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gelman Pension Consulting Inc | New York | NY | 10/1990 | Present |
| Cornerstone Investments, Inc. | New York | NY | 03/1998 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 07/2001 | 09/2025 |
| Lpl Financial | New York | NY | 09/2025 | Present |
1. 08/2025 - David Gelman - Non-Variable Insurance - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - New York, NY 10018 - OBA Start Date: 10/16/1990 2. 08/2025 - Trustee for the Gelman Pension Consulting, Inc. 401(k) plan - Act in a Fiduciary Capacity - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - New York, NY 10018 - OBA Start Date: 10/16/1990 3. 08/2025 - CORNERSTONE INVESTMENTS, INC - Business Entity For Tax/Investment Purposes Only - Investment Related - 80 Hour(s)/Month - 4 Hour(s) During Trading - New York, NY 10018 - OBA Start Date: 01/01/1995 4. 08/2025 - David Gelman - Artist/Musician - Not Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - New York, NY 10018 - OBA Start Date: 01/01/1971 5. 08/2025 - GELMAN PENSION CONSULTING, INC - Third Party Administrator (TPA) - Investment Related - 80 Hour(s)/Month - 4 Hour(s) During Trading - New York, NY 10018 - OBA Start Date: 10/16/1990
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-03 |
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