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74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-01-07 |
Branch Locations
74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors Asset Management, Llc | Bethlehem | PA | 09/2007 | Present |
| Cornerstone Benefits, Inc. | Bethlehem | PA | 04/2010 | Present |
| M Holdings Securities, Inc. | Bethlehem | PA | 01/2011 | Present |
| Cornerstone Institutional Investors, Llc | Bethlehem | PA | 09/2007 | Present |
(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Compliance; started 1/2011; 10% of time; 10% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Chief Compliance Officer/Manager; started 9/2007; 5% of time; 5% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Chief Compliance Officer/Manager; started 9/2007; 85% of time; 85% of time during trading hours (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. (5) McKinley Irrevocable Trust; 6186 Blue Belle Dr. Center Valley PA 18034; Trust; Not Investment Related; Trustee; Trustee for Parents; 11/22/2022; 1 hour per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-17 |
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