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74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-05-26 |
Branch Locations
74 West Broad Street, Suite 340, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Institutional Investors, Llc | Bethlehem | PA | 05/2017 | Present |
| M Holdings Securities | Bethlehem | PA | 05/2017 | Present |
| Cornerstone Advisors Asset Management, Llc | Bethlehem | PA | 05/2017 | Present |
| C & A Financial | Wall Township | NJ | 06/2016 | 03/2017 |
| Cornerstone Benefits, Inc | Bethlehem | PA | 05/2017 | Present |
(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Consulting; started 5/1/2017; 20% of time; 20% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Consultant; started 5/1/2017; 20% of time; 20% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Consultant; started 5/1/2017; 60% of time; 60% of time during trading hours (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-26 |
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