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564 S. Washington Street, Naperville, IL 60540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2007-02-28 |
Branch Locations
564 S. Washington Street, Naperville, IL 60540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Asset Management | Naperville | IL | 06/2001 | Present |
| Veritrust Financial, Llc | Austin | TX | 03/2002 | Present |
| Self Employed | Naperville | IL | 12/2010 | Present |
1)CORNERSTONE ASSET MANAGEMENT, INC. - PRESIDENT - REGISTERED INVESTMENT ADVISOR SINCE 06/2001; 2135 CITY GATE LANE #300, NAPERVILLE IL 60563; SPEND 160 HRS PER MONTH, 140 DURING SECURITIES TRADING HOURS; INVESTMENT RELATED BUSINESS. 2)SELF EMPLOYED USING INDIVIDUAL NAME AND SSN FOR TAX PURPOSES - INSURANCE AGENT SELLING LIFE INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES SINCE 12/2010; 2135 CITY GATE LANE SUITE 300, NAPERVILLE IL 60563; SPEND 20 HOURS PER MONTH, 15 DURING SECURITIES TRADING HOURS; INVESTMENT RELATED BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-08 |
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