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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services, Inc | San Diego | CA | 03/2009 | 07/2017 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 04/2021 | 11/2022 |
| Cornerstone Financial Services | Waldoboro | ME | 02/1997 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2022 | Present |
1. CORNERSTONE FINANCIAL SERVICES, LLC; YES INVESTMENT RELATED; 816 ATLANTIC HIGHWAY, WALDOBORO, MAINE 04572; INSURANCE SALES; MANAGING MEMBER; START DATE 02/1997; APPROX 100 HRS/MONTH; APPROX 100 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVIES. 2. CORNERSTONE INVESTMENT PROPERTIES, LLC; YES INVESTMENT RELATED; 816 ATLANTIC HIGHWAY, WALDOBORO, MAINE 04572; RENTAL REAL ESTATE; MANAGING MEMBER; START DATE 01/2015; APPROX 08 HRS/ MONTH; APPROX 00 HRS/MONTH DURING TRADING; REAL ESTATE RENTAL PROPERTIES. 3. CORNERSTONE ADVANTAGE, LLC; YES INVESTMENT RELATED; 816 ATLANTIC HIGHWAY, WALDOBORO, MAINE 04572; MEDICARE SALES; MANAGING MEMBER; START DATE 02/1997; APPROX 04 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
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