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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-06 |
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
7550 N. Palm Ave Suite 202, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fresno | CA | 06/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Fresno | CA | 01/2009 | Present |
| United Security Bank Financial | Fresno | CA | 11/2007 | 07/2018 |
(1)Name of Business: Cornerstone Financial Group Address: 7550 N Palm Ave Ste 202, Fresno, CA, 93711, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/23/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of Financial Services firm (2)Name of Business: Cornerstone Insurance Services Address: 7550 N Palm Ave Ste 202, Fresno, CA, 93711, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 07/23/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: My partner and I maintain a book of health insurance business. This is medical, dental, vision and life insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-12 |
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