Cory Blake Bruntz

Current Employers

Employment History

• 05/2015 → 08/2017
  Rosenthal Retirement Planning
  Fort Worth, TX
• 11/2015 → 03/2017
  The Chop House
  Knoxville, TN
• 08/2012 → 12/2016
  University Of Tennessee
  Knoxville, TN
• 04/2017 → 11/2017
  National Planning Corporation
  Fort Worth, TX
• 11/2017 → 09/2021
  Lpl Financial, Llc
  Fort Worth, TX
• 01/2018 → 09/2021
  Rosenthal Advisory Services, Lp
  Fort Worth, TX
• 10/2021 → Present
  Beacon Pointe Advisors, Llc
  Fort Worth, TX
• 03/2022 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2021 → Present
  Beacon Pointe Insurance Services Llc
  Fort Worth, TX

Previous Registrations

• 2018-01-26 → 2022-02-16
  Rosenthal Advisory Services, L.P.
  Fort Worth, TX
• 2017-11-29 → 2018-09-21
  Lpl Financial Llc
  Dallas, TX
  Fort Worth, TX
  Fort Worth, TX
  Irving, TX
  Irving, TX
  Irving, TX
  Dallas, TX
• 2017-07-07 → 2017-11-29
  National Planning Corporation
  Forth Worth, TX
  Dallas, TX
  Irving, TX

Other Businesses

1) Beacon Pointe Advisors, LLC. Investment Related. Located at 1408 Montgomery Street, Fort Worth, TX 76107. Nature - RIA. Position - Wealth Advisor. Start - 10/2021. 160 hours per month, all during trading hours. Duties - Client relationships, new business development, financial planning. 2) Fixed Insurance. Investment Related. Located at 1408 Montgomery Street, Fort Worth, TX 76107. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 12/2021. 4 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional insurance products. 3) Beacon Pointe Insurance Services, LLC. Investment Related. Located at 24 Corporate Plaza Drive, Suite 15, Newport Beach, CA 92660. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 10/2021. 10 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-30

Designations