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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED_RES | 2026-05-04 |
Branch Locations
1577 Spring Hill Road Suite 520, Vienna, VA 22182 • United States
2000 Duke Street Unit 312, Alexandria, VA 22182 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | Saint Louis | MO | 01/2016 | 09/2019 |
| Morgan Stanley Smith Barney Llc | Alexandria | VA | 09/2019 | 12/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | 12/2023 |
| Stifel Independent Advisors, Llc | Alexandria | VA | 12/2023 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | 12/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2026 | Present |
| Cetera Investment Advisors Llc | Vienna | VA | 05/2026 | Present |
1. CORNERSTONE PRIVATE WEALTH PLANNING, DBA FOR CETERA BUSINESS, 100% OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
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