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Holly Ann Lundberg

Cornerstone Professional Advisor Services, LLC

New York, NY

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Current Employers
Cornerstone Professional Advisor Services, Llc

9 Endo Blvd., Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-18
  • NY RA
    APPROVED
    Since 2023-01-18

Branch Locations

148 Madison Avenue 15Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Union Central Life New York NY 12/2005 Present
Carillon Investments, Inc New York NY 03/2006 Present
Ameritas Investment Corp. New York NY 06/2006 Present
  • 12/2005 → Present
    Union Central Life
    New York, NY
  • 03/2006 → Present
    Carillon Investments, Inc
    New York, NY
  • 06/2006 → Present
    Ameritas Investment Corp.
    New York, NY
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1987-04-06
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1987-04-06
Designations
Other Names
  • Holly Ann Lundberg

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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