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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors | Baxter | MN | 05/2024 | Present |
| Crow Wing Power Credit Union | Brainerd | MN | 01/2017 | 05/2024 |
| Lifetouch | Eden Prairie | MN | 08/2009 | 12/2016 |
| Osaic Wealth Inc | Baxter | MN | 10/2024 | Present |
1. CORNERSTONE TAX SERVICES, LLC POSITION: Tax preparer, Assistant NATURE: Single Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/30/2026 ADDRESS: 7590 Design Rd., Baxter MN 56425, United States DESCRIPTION: I will be staff member that will perform duties related to tax business preparation and submission. 2. FIRST BAPTIST CHURCH OF PILLAGER POSITION: Secretary NATURE: Corporation - 401(c)3, Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2025 ADDRESS: 903 River St S, Pillager MN 56473, United States DESCRIPTION: Secretary for church. Record minutes and serve with church leadership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
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