Michael Gabriel Quattrochi

Current Employers

Employment History

• 05/2018 → 04/2021
  Raymond James & Associates
  St. Petersburg, FL
• 05/2016 → 05/2018
  Raymond James & Associates
  St. Petersburg, FL
• 04/2021 → 06/2024
  Securities America, Inc
  Trinity, FL
• 06/2021 → 06/2024
  Securities America Advisors
  Trinity, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Trinity, FL

Previous Registrations

• 2021-06-09 → 2024-06-14
  Securities America Advisors, Inc.
  Trinity, FL

Other Businesses

1. DBA - Cornerstone Wealth Management 2. HCA FLORIDA TRINITY HOSPITAL POSITION: Council Member NATURE: Community Advisory Council Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2024 ADDRESS: 9330 FL-54, Trinity FL 34655 DESCRIPTION: The core purpose of this council is to create a strong connection between our hospital and the community. We aim to showcase the exceptional quality and care we provide, while highlighting the unique aspects of our programs. Your insights and advice as council members will play a vital role in elevating community awareness and in providing a community perspective on hospital and community initiatives. 3. CORNERSTONE ENTERPRISES LLC POSITION: Partner NATURE: Partnership entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 4625 Little Road, Trinity FL 34684, United States DESCRIPTION: Director of Financial Planning 4. MGQ FINANCIAL LLC POSITION: Owner NATURE: Personal Holding Company for the partnership interest I will own in Cornerstone Enterprises. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 4625 Little Road, Trinity FL 34684, United States DESCRIPTION: Provide financial planning and professional services to Cornerstone Enterprises. 5. CORNERSTONE WEALTH ADVISORS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 4625 Little Road, Trinity FL 34655, United States DESCRIPTION: Management of business and client base. 6. CORNERSTONE WEALTH ADVISORS POSITION: Owner NATURE: Academic Scholarship set up by the business to award selected students with financial aid for higher education. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/13/2026 ADDRESS: 4625 Little Road, Trinity FL 34655, United States DESCRIPTION: Reviewing and selecting applications submitted by students in consideration for the scholarship.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-04

Other Names

• Mike Quattrochi