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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-01-25 |
Branch Locations
2273 East Continental Blvd Suite 120, Southlake, TX 76092 • United States
Keller, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Southlake | TX | 03/2004 | Present |
| Mml Investor Services Inc | Southlake | TX | 03/2004 | Present |
| Nexus Advisors | Dallas | TX | 01/2009 | 02/2018 |
1)NAME:CORNERSTONE WEALTH STRATEGIES, INV REL:Y ADDR:2273 E CONTINENTAL BLVD SUITE 120 SOUTHLAKE TX 76092 NATURE:SMALL BUSINESS CONSULTING, STRATEGIC PLANNING, BUSINESS IMPROVEMENT AND COACHING, POSITION:OWNER START:2019 NO HR/MO:8 NO HR/MO DUR TRADING:8 2)NAME:JUDITH SHERMAN, INV REL:Y ADDR:2273 E CONTINENTAL BLVD SUITE 120 SOUTHLAKE TX 76092 NATURE:LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION:OWNER START:2005 NO HR/MO:4 NO HR/MO DUR TRADING:4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-27 |
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