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Current Employers
Cornerstone Wealth Partners, Llc

2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
MI RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2019-09-30
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2019-09-30

Branch Locations

2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States

1600 East Beltline Avenue, N.E., Suite 217, Grand Rapids, MI 49525 • 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 Wealth Partners,Llc Grand Rapids MI 01/2008 Present
Churchill Mortgage Grand Rapids MI 11/2012 Present
  • 01/2008 → Present
    Cornerstone Wealth Partners,Llc
    Grand Rapids, MI
  • 11/2012 → Present
    Churchill Mortgage
    Grand Rapids, MI
Other Businesses

CHURCHHILL MORTGAGE; NON-INVESTMENT RELATED; 1600 E. BELTLINE AVE NE, GRAND RAPIDS, MI 49525; LOAN OFFICER/MANAGER; SINCE 2012; SPENDS A MINIMAL AMOUNT OF TIME ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-12
  • S65 Uniform Investment Adviser Law Examination
    2007-12-12

View on SEC IAPD

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