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211 Old Padonia Road, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-08 |
| LA | RA | APPROVED | 2015-09-30 |
| TX | RA | APPROVED_RES | 2015-09-30 |
Branch Locations
211 Old Padonia Rd, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-08 |
Branch Locations
1061 Baltimore Annapolis Blvd., Arnold, MD 21012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisory Llp | Baltimore | MD | 11/2006 | Present |
| Axa Advisors, Llc | New York | NY | 09/1999 | Present |
| Outcome Driven Strategies, Llc | Hunt Valley | MD | 01/2021 | Present |
OUTSIDE INSURANCE BROKERAGE BUSINESS. REGISTERED INVESTMENT ADVISOR, CORNERSTONE ADVISORY, 1 E FRANKLIN ST., BALTIMORE, MD 21202, PORTFOLIO ADVISORY SERVICES/FINANCIAL PLANNING, OWNER/PRINCIPAL, START DATE 11/1/07, 40 HRS MONTH, $10,000 ANNUAL COMPENSATION. MISCELLANEOUS REAL ESTATE PARTNERSHIPS, CHARLES ST VENTURES, PADONIA VENTURE LLC, HUBER POLLOCK LLC, WEST WEST LLC, ACADEMY ST LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-21 |
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