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74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-18 |
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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Odessa | FL | 10/2010 | 04/2022 |
| Prudential Investment Mangement Services, Llc | Odessa | FL | 10/2010 | 04/2022 |
| American United Life | Jefferson Township | PA | 05/2022 | 01/2025 |
| Oneamerica Securities | Jefferson Township | PA | 06/2022 | 01/2025 |
| Voya Financial Partners, Llc | Windsor | CT | 01/2025 | 01/2025 |
| M Holdings Securities, Inc. | Bethlehem | PA | 01/2025 | Present |
| Cornerstone Advisors Asset Management, Llc | Bethlehem | PA | 01/2025 | 06/2026 |
| Cornerstone Advisors Asset Management, Llc | Bethlehem | PA | 06/2026 | Present |
1) M Holdings Securities, Inc.; Investment-Related; Bethlehem, PA; Broker Dealer; Registered Representative; 1/2025; 5 hrs/mo ; 5hrs/mo during securities trading hours; Duties are investment consulting. 2) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; RIA; Investment related; Director, Retirement Plan Consulting; 6/2026; 30 ho/mo; 30 ho/mo during trading hours. 3) Cornerstone Benefits, Inc.; Bethlehem, PA; Employment; Not investment related; Senior Consultant; Cornerstone Benefits, Inc is the Parent company of the RIA. 1/30/25; 0 ho/mo. 4) Cornerstone Institutional Investors, LLC; Bethlehem, PA; M Financial Group Member Firm Employee; Investment related; Senior Consultant; Retirement Plan Consulting; 1/30/2025; 1 ho/mo; 1 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-08 |
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