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Current Employers
Cornerstone Securities Llc

6710 W 121St St Suite 200, Overland Park, KS 66209 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-10-11
  • OR RA
    APPROVED
    Since 2023-10-11

Branch Locations

6710 W 121St St Suite 200, Overland Park, KS 66209 • United States

Eagle Point, OR • 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
Crater High School Central Point OR 09/2013 06/2017
Unemployed Central Point OR 06/2017 09/2017
University Of Oregon Eugene OR 09/2017 06/2021
Dux Bistro Eugene OR 04/2017 02/2020
Next Financial Group, Inc Medford OR 08/2021 10/2023
Mellelo Coffee Roasters Central Point OR 07/2020 10/2020
Lighthouse Financial Planners And Advisors Medford OR 07/2021 10/2023
Sierra Ridge Wealth Management Sacramento CA 05/2022 10/2023
Lighthouse Financial Planners And Advisors Medford OR 05/2022 10/2023
Food 4 Less Medford OR 06/2018 08/2018
Cornerstone Securities Overland Park KS 10/2023 Present
  • 09/2013 → 06/2017
    Crater High School
    Central Point, OR
  • 06/2017 → 09/2017
    Unemployed
    Central Point, OR
  • 09/2017 → 06/2021
    University Of Oregon
    Eugene, OR
  • 04/2017 → 02/2020
    Dux Bistro
    Eugene, OR
  • 08/2021 → 10/2023
    Next Financial Group, Inc
    Medford, OR
  • 07/2020 → 10/2020
    Mellelo Coffee Roasters
    Central Point, OR
  • 07/2021 → 10/2023
    Lighthouse Financial Planners And Advisors
    Medford, OR
  • 05/2022 → 10/2023
    Sierra Ridge Wealth Management
    Sacramento, CA
  • 05/2022 → 10/2023
    Lighthouse Financial Planners And Advisors
    Medford, OR
  • 06/2018 → 08/2018
    Food 4 Less
    Medford, OR
  • 10/2023 → Present
    Cornerstone Securities
    Overland Park, KS
Previous Registrations
  • 2022-02-04 → 2023-11-17
    Next Financial Group, Inc.
    Medford, OR
Other Businesses

1) Mason Carhart Position: Owner/Insurance Agent NATURE: Insurance (Life Health, Long-term Care, Property & Casualty, Disability INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/7/2022 ADDRESS: 33 N Central Ave Suite 317 Medford, OR 97501 DESCRIPTION: Insurance Transactions 2) MEDORD PARKS AND RECREATION FOUNDATION Position: Board Member NATURE: Charity/Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/2022 DESCRIPTION: A board member and helping raise funds for the foundation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04

View on SEC IAPD

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