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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Roscoe | IL | 04/2013 | 01/2019 |
| Cornerstone Wealth Management, Llc | Roscoe | IL | 04/2013 | 01/2019 |
| Harbour Investments, Inc | Madison | WI | 01/2019 | Present |
| Cornerstone Wealth Management Llc Roscoe | Rockton | IL | 10/2013 | Present |
1)Cornerstone Financial Planning - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)WAK Inc. | 11720 Main Street, Roscoe, IL 61073 | Owner | Description: Business created for tax structure and business purposes | 4/2013 | 1 hour per month, 0 during trading hours | Paid position | Investment related Tax pass through entity 4)Schlitz Rental Property | 9013 Schlitz Road, Woodruff, WI 54568 | Owner | Description: Real estate rental | 11/2002 | 2 hours per month, 0 during trading hours | Paid position | Not investment related 5)Elev815 | 11364 2nd Street, Roscoe IL 61073| Board member | Description: Keep track of financial records for the organization | 1/2025 | 1 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-02 |
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