Timothy Thomas Kudla

Current Employers

Employment History

• 01/2026 → Present
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 02/2018 → 10/2021
  Prudential Insurance Company Of America
  Dresher, PA
• 02/2018 → 10/2021
  Prudential Annuities Distributors, Inc.
  Dresher, PA
• 01/2014 → 01/2018
  Office Installation Services
  Phoenixville, PA
• 10/2021 → 01/2026
  Hartford Funds Distributors, Llc
  Wayne, PA
• 01/2026 → Present
  M Holdings Securities, Inc.
  Bethlehem, PA

Other Businesses

1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Investment Operations and Compliance Associate; duties include Investment Operations; started 01/2026; 10% of time; 10% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Investment Operations and Compliance Associate; started 01/2026; 10% of time; 10% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Investment Operations and Compliance Associate; started 01/2026; 80% of time; 80% of time during trading hours (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-05
• S63 Uniform Securities Agent State Law Examination
  2018-04-10

Other Names

• Timothy Kudla
• Timothy Thomas Kudla