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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 | 2026-07-28 |
Branch Locations
5635 Harris Hill Rd, Williamsville, NY 14221 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Jersey City | NJ | 05/2019 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Jersey City | NJ | 05/2019 | 11/2020 |
| Ipreo By Ihs Markit | New York | NY | 06/2017 | 04/2019 |
| Ithaca Colllege | Ithaca | NY | 08/2013 | 05/2017 |
| Jpmorgan Chase Bank Na | Rochester | NY | 11/2020 | 09/2022 |
| Jpmorgan Securities Llc | Rochester | NY | 11/2020 | 09/2022 |
| Rios Partners | Arlington | VA | 04/2023 | 04/2024 |
| Pennington Partners & Co. | Bethesda | MD | 05/2024 | 06/2025 |
| Unemployed | Fairport | NY | 10/2022 | 04/2023 |
| Jfg Family Office | Arlington | VA | 07/2025 | 05/2026 |
| Jfg Wealth Management | Arlington | VA | 07/2025 | 05/2026 |
| Kestra Advisory Services, Llc | Williamsville | NY | 06/2026 | Present |
Name: CORNERSTONE CAPITAL WEALTH MANAGEMENT POSITION: Relationship Manager NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/22/2026 ADDRESS: 5635 Harris Hill Rd Suite 1, Suite 1, Williamsville NY 14221, United States DESCRIPTION: I work as a relationship manager at CCWM, where I will help provide excellent service and operational execution to existing client relationships and also help bring in new business and cultivate a culture conducive to bringing in new business in the future. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/22/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-13 |
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