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222 Milliken Blvd, Fall River, MA 02721 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-01-17 |
| MA | RA | APPROVED | 2023-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barry Investment Advisors | New Bedford | MA | 12/2019 | 04/2023 |
| Bank Of America/ U.S. Trust | Providence | RI | 04/2017 | 12/2019 |
| Mansfield Bank | Mansfield | MA | 10/2013 | 03/2017 |
| South Coast Planning & Wealth Management Llc | Swansea | MA | 05/2023 | Present |
Daniel Pinheiro provides software implementation consulting services to Cornerstone Financial Management LLC. This activity entails approximately 3-5 hours on a monthly basis, and is expected to conclude by the end of 2026.
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