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1000 North Broadway, Depere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Consulting, Llc | Depere | WI | 11/2025 | Present |
| Cornerstone Financial Consulting, Llc | Depere | WI | 06/2025 | Present |
| Full-Time Student | Hampton | SC | 08/2009 | Present |
| Summit Accounting & Tax Llc | Waupaca | WI | 02/2025 | 06/2025 |
| Mcdonalds | Menasha | WI | 01/2023 | 02/2025 |
| Fox Tire Company Inc. | Menasha | WI | 04/2023 | 01/2024 |
| Kevin Cain & Associates, Cpas, Llc | Beaufort | SC | 06/2024 | 08/2024 |
| Lawrence University | Appleton | WI | 09/2022 | 11/2024 |
| Dick's Sporting Goods | Appleton | WI | 02/2024 | 04/2025 |
| Cornerstone Benefits Consulting | Depere | WI | 11/2025 | Present |
Cornerstone Benefits Consulting; yes; DePere, WI; Insurance Services; Insurance Agent; 11/2025; 20 hours; 20 hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
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