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Current Employers
Cornerstone Asset Management Services, Inc.

1000 W Wallings Rd Suite D, Broadview Heights, OH 44147 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2006-01-13
  • OH RA
    APPROVED
    Since 2006-01-13

Branch Locations

1000 W Wallings Rd Suite D, Broadview Heights, OH 44147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Asset Management Services, Inc. Parma OH 12/2005 Present
J.W. Cole Financial Tampa FL 06/2007 Present
Anastasakis & Associates Dba Ohio Financial Parma OH 01/2002 Present
Mth Hats, Llc Parma OH 06/2007 Present
Cm Hyatt & Associates Parma OH 07/2004 Present
  • 12/2005 → Present
    Parma, OH
  • 06/2007 → Present
    J.W. Cole Financial
    Tampa, FL
  • 01/2002 → Present
    Anastasakis & Associates Dba Ohio Financial
    Parma, OH
  • 06/2007 → Present
    Mth Hats, Llc
    Parma, OH
  • 07/2004 → Present
    Cm Hyatt & Associates
    Parma, OH
Previous Registrations
  • 2005-01-04 → 2007-07-09
    Questar Asset Management, Inc.
    Parma, OH
  • 2003-01-17 → 2005-12-31
    Questar Capital Corporation
    Parma, OH
    Parma, OH
Other Businesses

(1) CAM LLC; NOT INVESTMENT RELATED; OFFICE EXPENSES; 2 HRS/MONTH; COLLECTION OF RENTAL PAYMENTS; NOT AN OFFICER; NO CLIENTS INVOLVED (2) OHIO FINANCIAL, ANASTASAKIS ASSOCIATES / DBA (3) CORNERSTONE ASSET MAMANGEMENT / INDEPENDENT RIA / PRESIDENT / 5 HRS PER WEEK / INVESTMENT ADVISOR (4) MTH HATS, LLC / MEMBER LLC / NON INVESTMENT RELATED / RETAIL SALES / 12 HRS PER MONTH / NO CLIENTS INVOLVED / OVERSEE BUSINESS OPERATIONS (5) C. M. HYATT & ASSOCIATES / OWNER / NON INVESTMENT RELATED / NOTARY SERVICES / 2 HRS PER WEEK / NO CLIENTS INVOLVED / PAYROLL, MARKETING, OVERSIGHT OF BUSINESS OPERATIONS (6) KATHERINE KAPOTTOS TRUST/ TRUSTEE FOR IMMEDIATE FAMILY MEMBER (7) MTH Wellness; Retail; Not investment related; 109 E. Dartmoor Ave, Seven Hills, OH 44131; Member; Retail sales of misc. vitamins and supplements; Start 5/1/24; 5 hours/month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-23
  • S63 Uniform Securities Agent State Law Examination
    2001-01-23

View on SEC IAPD

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