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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2014-08-21 |
| OR | RA | APPROVED | 2014-04-07 |
| WA | RA | APPROVED | 2013-08-27 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
16400 Southcenter Pkwy Ste 406, Tukwila, WA 98188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burklund Inc | Renton | WA | 08/1999 | Present |
| Union Central Life Insurance | Cincinnati | OH | 08/2008 | Present |
| Cornerstone Financial Services Llc | Renton | WA | 08/2007 | Present |
LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS; BURKLUND INC; 18477 114TH AVE SE RENTON WA 98055; HRS/MO=30; TRADING HRS/MO=30; *BASIN INS ASSOCIATES RENTON; BRANCH ADDRESS; NOT INV RELATED; P&C INS; PARTNER; START DATE= 04/2010; HRS/MO= 10; TRADE HRS/MO= 5; DUTIES= QUOTE AND PRESENT P&C INSURANCE *COVEREDNOW.COM; BRANCH ADDRESS; INV RELATED; HEALTH INS; PARTNER; START DATE= 07/2010; HRS/MO= 10; TRADE HRS/MO=5; DUTIES= GET APPOINTMENTS WITH CARRIERS AND QUOTE COVERAGE FOR HEALTH INS; *CORNERSTONE FINANCIAL SERVICES LLC; SAME AS BRANCH; INV REL; INSURANCE SALES; PARTNER; START DATE = 08/2007; HRS/MO = 30; TRADING HRS/MO = 20; OFFICE MANAGEMENT, SALES, SALES TRAINING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-25 |
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