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Colorado Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED_RES | 2023-05-09 |
| CO | RA | APPROVED | 2023-02-23 |
Branch Locations
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Planning, Llc | Colorado Springs | CO | 02/2022 | Present |
| Cornerstone Impact Llc | Colorado Springs | CO | 09/2022 | 08/2023 |
| Us Army Reserves | Colorado Springs | CO | 09/2021 | Present |
| Us Army | Colorado Springs | CO | 09/2010 | 09/2021 |
| Peak Impact Pt Pllc | Colorado Springs | CO | 09/2022 | 07/2023 |
| Cornerstone Financial Planning, Llc | Colorado Springs | CO | 02/2023 | Present |
| Daniel Huffman, Sole Proprietor | Colorado Springs | CO | 07/2022 | Present |
US Army Reserves; Colorado Springs, CO; Non-Investment Related; Major/Physical Therapist; 160 hours per month spent; 40 hours per month spent during securities trading hours; Started 05/2025. Daniel Huffman, Sole Proprietor; Colorado Springs, CO; Non-Investment Related; Real Estate Investor; 5 hours per month spent; 1 hour spent during securities trading hours; Started 07/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-11 |
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