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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-21 |
Branch Locations
1905 S New Market St, Suite 259, Carmel, IN 46032 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Indianapolis | IN | 09/2011 | 09/2016 |
| Cambridge Investment Research, Inc. | Farifield | IA | 09/2016 | 04/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2016 | 04/2025 |
| Cornerstone Financial Advisory Djh Llc Dba Haley Wealth Mgt | Carmel | IN | 01/2018 | Present |
| Cetera Advisors Llc | St Cloud | MN | 04/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
1. NAME OF OTHER BUSINESS: CORNERSTONE FINANCIAL ADVISORY DJH LLC DBA HALEY WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: TO SUPPORT MY BUSINESS. MARKETING START DATE: 1/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES FINANCIAL ADVISORY AND WEALTH MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
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