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74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-22 |
Branch Locations
74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Njm Insurance Group | West Trenton | NJ | 06/2019 | 08/2019 |
| Delaware River Tubing Inc | Milford | NJ | 05/2015 | 08/2018 |
| Student | Milford | NJ | 09/2009 | 05/2020 |
| M Holdings Securities, Inc. | Bethlehem | PA | 06/2020 | Present |
| Cornerstone Advisors Asset Management, Llc | Bethlehem | PA | 06/2020 | Present |
| Cornerstone Institutional Investors, Llc | Bethlehem | PA | 06/2020 | Present |
| Cornerstone Benefits, Inc. | Bethlehem | PA | 06/2020 | Present |
(1) M Holdings Securities, Inc.; Investment-Related; Bethlehem, PA; Broker Dealer; Registered Representative; started 6/2020; 5% of time; 5% of time during trading hours; duties include investment analysis. (2) Cornerstone Advisors Asset Management, LLC; Investment-Related; Bethlehem, PA; Investment Advisor; Investment Analyst; started 6/2020; 90% of time; 90% of time during trading hours; duties include investment analysis. (3) Cornerstone Institutional Investors, LLC; Investment-Related; Bethlehem, PA; Insurance Agency; Investment Analyst; started 6/2020; 5% of time; 5% of time during trading hours; duties include investment analysis. (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
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