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74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-06-17 |
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 |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Bethlehem | PA | 06/2013 | Present |
| Cornerstone Institutional Investors, Llc | Bethlehem | PA | 06/2013 | Present |
| Cornerstone Advisors Asset Management Llc | Bethlehem | PA | 06/2014 | Present |
| Cornerstone Benefits, Inc | Bethlehem | PA | 06/2013 | Present |
(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Consulting; started 6/2013; 10% of time; 10% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Consultant; started 6/2013; 10% of time; 10% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Consultant; started 6/2013; 80% of time; 80% of time during trading hours (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. (5) SAUCON VALLEY SOCCER LEAGUE; PO Box 48, Hellertown PA 18055; Youth soccer league; Not Investment Related; Director of Travel; Help develop Travel Soccer program; 09/2023; 5 hours per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-28 |
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