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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Wall | NJ | 12/2020 | 11/2023 |
| Town Sports International (Nysc) | Livingston | NJ | 10/2019 | 03/2020 |
| Defenders | Fairfield | NJ | 03/2019 | 08/2019 |
| La Fitness | Lodi | NJ | 02/2016 | 02/2019 |
| Nylife Securities Llc | Wall | NJ | 02/2021 | 11/2023 |
| Unemployment | Sparta | NJ | 03/2020 | 12/2020 |
| Eagle Strategies Llc | Saddle Brook | NJ | 11/2021 | 11/2023 |
| Regulus Financial Group, Llc | Kentwood | MI | 11/2023 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 11/2023 | Present |
Business Name: Cornerstone Wealth Associates - Investment Related: Yes - Address: 161 Madison Ave Ste 230, Morristown, NJ - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Registered Representative; Investment Advisor Representative - Start Date: 10/1/2024 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Cornerstone Financial Services Group, LLC - Investment Related: Yes - Address: 161 Madison Ave Ste 230, Morristown, NJ - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Registered Representative; Investment Advisor Representative - Start Date: 7/03/2023 - End date: 10/1/2024 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-18 |
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