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Current Employers
Cornerstone Investment Services

245 Waterman Street Suite 504A, Providence, RI 02906 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-04-06
TX RA APPROVED 2026-04-06
  • RI RA
    APPROVED
    Since 2026-04-06
  • TX RA
    APPROVED
    Since 2026-04-06

Branch Locations

Nevada, TX • United States

245 Waterman Street Suite 504A, Providence, RI 02906 • 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
Integrity Risk Management Llc Mckinney TX 01/2024 Present
Cavendar Nissan Of Rockwall Rockwall TX 05/2023 11/2023
Self-Employed Nevada TX 09/2022 05/2023
Mcgavock Allstate Agency Rockwall TX 09/2021 09/2022
Trugreen Plano TX 01/2021 09/2021
Self-Employed Poetry TX 06/2020 01/2021
U-Haul Dallas TX 02/2020 06/2020
Chick-Fil-A Greenville TX 07/2016 01/2020
Cornerstone Investment Services Providence RI 02/2026 Present
  • 01/2024 → Present
    Integrity Risk Management Llc
    Mckinney, TX
  • 05/2023 → 11/2023
    Cavendar Nissan Of Rockwall
    Rockwall, TX
  • 09/2022 → 05/2023
    Self-Employed
    Nevada, TX
  • 09/2021 → 09/2022
    Mcgavock Allstate Agency
    Rockwall, TX
  • 01/2021 → 09/2021
    Trugreen
    Plano, TX
  • 06/2020 → 01/2021
    Self-Employed
    Poetry, TX
  • 02/2020 → 06/2020
    U-Haul
    Dallas, TX
  • 07/2016 → 01/2020
    Chick-Fil-A
    Greenville, TX
  • 02/2026 → Present
    Providence, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-06
  • S65 Uniform Investment Adviser Law Examination
    2026-04-06

View on SEC IAPD

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