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Current Employers
Cornerstone Professional Advisor Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-10-20
  • MS RA
    APPROVED
    Since 2025-10-20

Branch Locations

860 East River Place Suite 200, Jackson, MS 39202 • 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
Cornerstone Professional Advisor Services, Llc Great Neck NY 05/2003 Present
Montgomery & Bivins Jackson MS 11/1986 Present
Other Businesses

MY THREE GIRLS, LP 129 COUNTRYWOOD CR, CLINTON, MS 39056 IS NOT INVESTMENT-RELATED REAL ESTATE LIMITED PARTNERSHIP POSITION: GENERAL PARTNER DUTIES: MANAGEMENT PERCENTAGE OF TIME SPENT: < 5% ANDERSON ROAD PROPERTIES 860 EAST RIVER PLACE, #200, JACKSON, MS 39202 IS NOT INVESTMENT-RELATED NATURE OF BUSINESS: REAL ESTATE POSITION: SECR/TREASURER DUTIES: MANAGEMENT PERCENTAGE OF TIME SPENT: < 5% CERTIAN DATA CORP. 860 EAST RIVER PLACE, #200, JACKSON, MS 39202 IS NOT INVESTMENT-RELATED NATURE OF BUSINESS: COMPUTER PROCESSING POSITION: VICE PRESIDENT DUTIES: MANAGEMENT PERCENTAGE OF TIME SPENT: 10%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-08
  • S65 Uniform Investment Adviser Law Examination
    1999-10-08

View on SEC IAPD

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