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Michael Kelly Lavina

Cornerstone Advisory

Hunt Valley, MD

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Current Employers
Cornerstone Advisory

211 Old Padonia Road, Hunt Valley, MD 21030 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-11-08
TX RA APPROVED_RES 2018-11-01
LA RA APPROVED 2015-09-29
  • MD RA
    APPROVED
    Since 2023-11-08
  • TX RA
    APPROVED_RES
    Since 2018-11-01
  • LA RA
    APPROVED
    Since 2015-09-29

Branch Locations

211 Old Padonia Road, Hunt Valley, MD 21030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Advisory, Llp Baltimore MD 04/2015 Present
  • 04/2015 → Present
    Cornerstone Advisory, Llp
    Baltimore, MD
Previous Registrations
Other Businesses

Outcome Driven Strategies; Investment related: Yes; 2 Evergreen Road Severna Park, Md 21146; Chief Operating Officer; Start Date 1/2021; 1 hr/week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-28
S63 Uniform Securities Agent State Law Examination 1998-07-08
  • S65 Uniform Investment Adviser Law Examination
    2013-10-28
  • S63 Uniform Securities Agent State Law Examination
    1998-07-08

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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