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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-24 |
| ND | RA | APPROVED | 2024-02-06 |
| MN | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors | Baxter | MN | 06/2022 | Present |
| Hillsdale College | Hillsdale | MI | 08/2018 | 05/2022 |
| Hillsdale College - President's Office | Hillsdale | MI | 02/2020 | 05/2022 |
| Hillsdale College - Student Affairs | Hillsdale | MI | 08/2019 | 05/2022 |
| Hillsdale College - Mossey Library | Hillsdale | MI | 08/2018 | 05/2021 |
| Cornerstone Advisors | Baxter | MN | 05/2021 | 07/2021 |
| Riceville Public Library | Riceville | IA | 10/2017 | 08/2019 |
| Riceville Pharmacy | Riceville | IA | 01/2012 | 08/2018 |
| Advisornet Wealth Partners | Minnetonka | MN | 08/2022 | 02/2024 |
| Advisornet Wealth Management | Minnetonka | MN | 05/2021 | 07/2021 |
| Cetera Advisor Networks | El Segundo | CA | 06/2022 | 08/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2022 | 02/2024 |
| American Classical Education | Nashville | TN | 11/2022 | 02/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2024 |
| Osaic Wealth Inc | Baxter | MN | 02/2024 | Present |
1. NAME OF OTHER BUSINESS: CORNERSTONE ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED ADDRESS; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: CONDUCT ASSET ALLOCATION RESEARCH AND ANALYZE CASH MANAGEMENT PRACTICES. I ALSO ACCEPT CUSTOMER TRADES AND EXECUTE CUSTOMER TRADES; 2. CORNERSTONE TAX SERVICES, LLC POSITION: Assistant NATURE: Single Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/30/2026 ADDRESS: 7590 Design Road, Baxter MN 56425, United States DESCRIPTION: Assisting the Enrolled Agent and the CPA with gathering documents for tax returns and speaking to clients regarding the tax services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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