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119 N Broadway Street Suite 102, Greenfield, IN 46140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-03-15 |
Branch Locations
119 N Broadway Street Suite 102, Greenfield, IN 46140 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Services, Inc. | Greenfield | IN | 09/2011 | Present |
Cornerstone Advisory LLC, RIA, Investment Advisor, since 2/2018, same address, 40 hours a week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-03 |
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