Lawrence Fred Kushner

Current Employers

Employment History

• 01/2003 → Present
  Air Solutions East, Llc
  Avon, CT
• 01/2009 → 07/2024
  Next Financial Group Inc
  Avon, CT
• 07/2024 → Present
  Osaic
  Avon, CT
• 07/2024 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-07-29 → 2025-07-02
  The Ameriflex Group
  Avon, CT
• 2009-01-27 → 2024-07-31
  Next Financial Group, Inc.
  Houston, TX
  Avon, CT
• 2005-08-29 → 2009-01-29
  Ameriprise Financial Services, Llc
  Glastonbury, CT
  East Hartford, CT

Other Businesses

1. CORNERSTONE WEALTH MANAGEMENT GROUP LLC POSITION: Founder, Wealth Advisor NATURE: Doing Business As ("DBA")Insurance-Life/Health INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 136 START DATE: 01/28/2009 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: Life, health, and disability insurance sales 2. CORNERSTONE WEALTH MANAGEMENT GROUP LLC POSITION: Founder, Wealth Advisor NATURE: Doing Business As ("DBA")Cornerstone Wealth Management Group LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 168 SECURITIES TRADING HOURS: 168 START DATE: 01/28/2009 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: Securities and financial planning 3. AIR SOLUTIONS EAST, LLC POSITION: Founder and Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2003 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: HVAC Manufacturer's Representative 4. WEALTH FOR DOCS POSITION: Founder, Wealth Advisor NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/27/2019 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: Financial planning, investment management, and life, health, disability insurance sales for doctors and other health care professionals 5. BOOK AUTHOR POSITION: Author NATURE: Wrote a book that is approved by compliance called "Nine Money Mistakes that Doctors Make" INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2020 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: wrote a book see above 6. LAWRENCE KUSHNER POSITION: Insurance Agent NATURE: Insurance agent for life, health, and disability insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2005 ADDRESS: 19 Thistle Hollow, Avon, CT 06001-3960 DESCRIPTION: Sale of life, health, and disability insurance. 7. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: Corporation- Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 06/30/2025 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: I provide advisory services such as wrap, fee accounts, and financial plans. I devote about half of my time to this business. 8. WEALTH FOR DOCS POSITION: Owner NATURE: doing business as INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2009 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: doing business as 9. CORNERSTONE WEALTH MANAGEMENT GROUP POSITION: Owner NATURE: Doing Business As INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2009 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: This is an LLC that is used as a marketing and doing business as

Exams

• S66 Uniform Combined State Law Examination
  2005-08-26