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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Peoria | AZ | 08/2014 | 12/2017 |
| Perspective Financial Services Llc | Phoenix | AZ | 12/2017 | 01/2019 |
| The Prudential Insurance Company Of America | Phoenix | AZ | 03/2019 | 03/2020 |
| Pruco Securities Llc | Phoenix | AZ | 03/2019 | 03/2020 |
| Lincoln Investment | Fort Washington | PA | 03/2020 | Present |
| Capital Analysts | Fort Washington | PA | 03/2020 | Present |
CORNERSTONE FINANCIAL SERVICES POSITION: Owner NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 03/18/2019 ADDRESS: 28213 N 21st Ave, Phoenix AZ 85085, United States DESCRIPTION: marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-10 |
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