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Cornerstone Securities LLC CRD 140379
$210M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6710 W 121St St Suite 200, Overland Park, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-05 |
| OR | RA | APPROVED | 2020-01-13 |
| NC | RA | APPROVED | 2020-01-10 |
| TX | RA | APPROVED | 2018-03-16 |
| IL | RA | APPROVED | 2017-03-21 |
| KS | RA | APPROVED | 2015-03-05 |
| MO | RA | APPROVED | 2015-03-05 |
Branch Locations
6901 Shawnee Mission Pky Suite 200, Overland Park, KS 66202 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bart Spachek Inc. | Shawnee | KS | 06/2010 | Present |
| Cornerstone Securities | Overland Park | KS | 03/2015 | Present |
(1) REIGN BENEFITS CONSULTING; DIRECTOR/OWNER; CONDUCTS SALES OF FIXED, INDEXED AND LIFE INSURANCE; ALSO PROVIDE CONSULTING TO PRIOR ALLSTATE INSURANCE AGENCY. (2) MR. SPACHEK IS APPOINTED BY AND SELLS INSURANCE PRODUCTS TO CLIENTS AS NEEDED TO SUPPLEMENT THEIR RETIREMENT INCOME AND/OR PROTECT THEIR FAMILIES IN THE EVENT OF DEATH. (3) MR. SPACHEK CONSULTS ON AN "AS NEEDED" BASIS WITH AN EXCLUSIVE ALLSTATE INSURANCE AGENT IN REGARDS TO BUSINESS OPERATIONS AND MARKETING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-10 |
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