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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-07 |
Branch Locations
5635 Harris Hill Rd, Williamsville, NY 14221 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Castile, NY • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Rochester | NY | 04/2007 | Present |
| Morgan Stanley Smith Barney | Rochester | NY | 06/2009 | Present |
| Kestra Advisory Services, Llc | Buffalo | NY | 04/2016 | Present |
| Kestra Investment Services, Llc | Buffalo | NY | 07/2015 | Present |
Name: P&A Group Investment Related: Yes Address: 17 Court Street, Suite 500 Buffalo NY 14202 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Regional Director Start Date: 7/31/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Corporate Retirement Plans, Individual Financial Services Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: CORNERSTONE CAPITAL WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 02/06/2026 ADDRESS: 5635 Harris Hill Road, Suite 1, Williamsville NY 14221, United States DESCRIPTION: Provide Financial Services for individuals including managed and brokerage account trading, Acting as Corporate Retirement Plan Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-28 |
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