Andrew Jeff Livesey

Current Employers

Employment History

• 04/2026 → Present
  M Holdings Securities, Inc.
  Bethlehem, PA
• 05/2016 → 10/2018
  Nex Group
  New York, NY
• 11/2018 → 08/2021
  Cme Group Inc
  New York, NY
• 09/2021 → 02/2026
  Osttra Services Llc
  New York, NY
• 03/2026 → Present
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 03/2026 → Present
  Cornerstone Benefits, Inc.
  Bethlehem, PA
• 03/2026 → Present
  Osttra Services Llc
  Bethlehem, PA
• 02/2014 → 07/2023
  Brokertec Americas Llc
  New York, NY
• 02/2014 → 12/2016
  Icap Securities Usa Llc
  New York, NY
• 03/2013 → 12/2016
  Icap Corporates Llc
  New York, NY

Other Businesses

1. M Holdings Securities, Inc.; Investment-Related; Portland, OR; Broker Dealer; Senior Consultant; 4/2026; 160 hrs/mo; 150 hrs/mo during securities trading hours; duties include Consulting. 2. Cornerstone Benefits, Inc.; 74 W. Broad St. Suite #340, Bethlehem, PA 18018; Employment; Investment Related; Senior Consultant; Cornerstone Benefits is the parent company of Cornerstone Advisors Asset Management (RIA) and Cornerstone Institutional Investors, LLC.; 3/2/2026; 0 ho/mo. 3. Cornerstone Advisors Asset Management, LLC; 74 W. Broad St., Suite# 340, Bethlehem, PA 18018; RIA; Investment related; Senior Consultant; Employee, Investment Advisor Representative; 3/2/2026; 128 ho/mo; 128 ho/mo during trading hours. 4. Cornerstone Institutional Investors, LLC; 74 W Broad Street Suite #340 Bethlehem, PA 18018; M Financial Group Member Firm Employee; Investment related; Senior Consultant; IAR with CAAM, not registered to sell insurance; 3/2/2026; 16 ho/mo; 16 ho/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-28
• S63 Uniform Securities Agent State Law Examination
  2014-02-26