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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2015-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F2 Analytics | Southlake | TX | 10/2012 | Present |
| Maverick Private Wealth Llc | Frisco | TX | 01/2015 | Present |
| Cornerstone Family Office Advisors Llc | Frisco | TX | 06/2016 | Present |
CORNERSTONE FAMILY OFFICE ADVISORS LLC: PROVIDES ADMINISTRATIVE AND PLANNING SERVICES TO HIGH NET WORTH FAMILIES. F2 ANALYTICS LLC: OWNER OF SMALL BUSINESS THAT PROVIDES CONSULTING SERVICES IN OPERATIONS, ACCOUNTING AND FINANCE TO SMALL BUSINESSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-09 |
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