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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2021-11-18 |
Branch Locations
2273 East Continental Blvd Suite 120, Southlake, TX 76092 • United States
Grant, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Southlake | TX | 03/2001 | Present |
| Massmutual Life Insurance Co | Southlake | TX | 03/2001 | Present |
(1) NAME:CORNERSTONE WEALTH STRATEGIES LLC INV REL: Y ADDR: 2273 EAST CONTINENTAL BLVD SUITE 120 NATURE:LIFE INSURANCE, HEALTH, GROUP HEALTH, POSITION:AGENT START:2009 NO HR/MO:4 NO HR/MO DUR TRADING:4. (2) NAME:CORNERSTONE WEALTH STRATEGIES LLC INV REL:Y ADDR: 2273 EAST CONTINENTAL BLVD SUITE 120NATURE:SMALL BUSINESS CONSULTING, STRATEGIC PLANNING, BUSINESS IMPROVEMENT AND COACHING POSITION, POSITION:SALES/OWNER START:1/1/2019 NO HR/MO:8 NO HR/MO DUR TRADING:8. (3) NAME: BUSINESS ACCELERATION ADVISORS INV REL: Y ADD: 2273 E CONTINENTAL BLVD STE 120 SOUTHLAKE, TX 76092 NATURE: SUPPORTS BUSINESS OWNERS TO GROW BUSINESS POSITION: FOUNDER START DATE: 09/01/2024 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 1. DESCRIBE DUTIES: FACILITATE MEETINGS. (4) NAME: I3 ADVISORS, LLC INV REL: Y ADD: 2273 E CONTINENTAL BLVD. STE 120, SOUTHLAKE, TX 76092 NATURE: BUSINESS CONSULTING AND COACHING POSITION: OWNER (20%) START DATE: 03/31/2025 No. HR/MO: 12. No. HR/MO DURING SEC TRADING: 12. DESCRIBE DUTIES: MARKETING VIA NETWORKING OUT OF THE OFFICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-10 |
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