Erik Travis Lentz

Current Employers

Employment History

• 07/2016 → Present
  M Holdings Securities, Inc.
  Bethlehem, PA
• 07/2016 → Present
  Cornerstone Institutional Investors, Llc
  Bethlehem, PA
• 07/2016 → Present
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 07/2016 → Present
  Cornerstone Benefits, Inc
  Beth, PA

Previous Registrations

• 2017-06-16 → 2017-12-31
  Cornerstone Institutional Investors, Inc.
  Bethlehem, PA
• 2007-02-07 → 2007-06-25
  Ameriprise Financial Services, Llc
  Midvale, UT
• 2006-12-15 → 2007-02-07
  Ameriprise Financial Services, Llc
  Midvale, UT

Other Businesses

(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Client Service; started 7/5/2016; 5% of time; 5% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Client Service; started 7/5/2016; 5% of time; 5% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Client Service; started 7/5/2016; 90% of time; 90% 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) The Baum School of Art; 510 Linden St Allentown, PA 18101; Art School; Investment Related; board member; Attending board meetings and member of committees; 06/01/2023; 3 hours per month; 1 hour per month during trading hours. 6) The Baum School of Art; 510 Linden St Allentown, PA 18101; Art School; Investment Related; Treasurer; Assist in the review of the annual budget, annual audit, and quarterly investment reports. 05/1/2024; 3 hours per month; 1 hour per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-08