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Current Employers
Cornerstone Advisory, Llc

119 N Broadway Street Suite 102, Greenfield, IN 46140 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-03-15
  • IN RA
    APPROVED
    Since 2018-03-15

Branch Locations

119 N Broadway Street Suite 102, Greenfield, IN 46140 • 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 Financial Services Greenfield IN 05/2011 Present
  • 05/2011 → Present
    Cornerstone Financial Services
    Greenfield, IN
Previous Registrations
  • 2009-09-30 → 2011-04-29
    Signator Investors, Inc.
    Indianapolis, IN
  • 2005-07-28 → 2007-09-12
    1717 Capital Management Company
    Newark, DE
    Carmel, IN
    Noblesville, IN
  • 2003-09-22 → 2005-06-17
    Indianapolis, IN
Other Businesses

Cornerstone Advisory, LLC Same Address as Broker Dealer. Owner, investment related RIA. Duties:Investment Advisor, Supervisory and Compliance. Start 2/8/2018. 20-25hours per month during trading hours. McCordsville Indiana Town Council Member. Non-Investment Related. 6280 W 800N, McCordsville IN 46055. Civic. Council Member. 1/1/2020-Present. 2 hours per month during trading hours. I vote on zoning ordinances, building projects and other functions that impact the town. ZMG Advisory Services LLC. Same Address as Broker Dealer. Investment Related only to the point that the revenues come from Cornerstone Financial and Cornerstone Advisory. This business is an LLC I set up to pass through for tax purposes all individual revenue I earn from Cornerstone Financial Services and Cornerstone Advisory LLC. This business allows me to pay expenses incurred in my role as a Registered Rep and Investment Advisor. Start date 5/1/2011. I spend 1 hour/month during securities hours on this business focused on paying bills.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-19
  • S66 Uniform Combined State Law Examination
    2003-09-19
Other Names
  • Gregory James Brewer
  • Gregory J Brewer
  • Gregory Bewer

View on SEC IAPD

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