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Leonard Gresens

Cornerstone Investment Advisors Group, LLC

Shreveport, LA

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Current Employers
Cornerstone Investment Advisors Group, Llc

960 Sheridan Ave Suite B, Shreveport, LA 71104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-01-26
LA RA APPROVED 2012-01-13
  • TX RA
    APPROVED_RES
    Since 2013-01-26
  • LA RA
    APPROVED
    Since 2012-01-13

Branch Locations

960 Sheridan Ave Suite B, Shreveport, LA 71104 • 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 Financial Services, Llc Shrevport LA 07/2009 Present
Cornerstone Investment Advisors Group, Llc Shreveport LA 12/2011 Present
Other Businesses

LEONARD GRESENS IS A LICENSED INSURANCE AGENT AND THE OWNER OF AN INSURANCE AGENCY; CORNERSTONE FINANCIAL SERVICES, LLC, UPON WHICH HE SPENDS APPROXIMATELY 50% OF HIS TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-18
S63 Uniform Securities Agent State Law Examination 1986-06-04
  • S66 Uniform Combined State Law Examination
    2011-07-18
  • S63 Uniform Securities Agent State Law Examination
    1986-06-04

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · SHREVEPORT, LA
CYPRESS FUND MANAGEMENT, LLC · SHREVEPORT, LA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SHREVEPORT, LA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SHREVEPORT, LA
ADKINS SEALE CAPITAL MANAGEMENT LLC · SHREVEPORT, LA
HMV WEALTH ADVISORS, LLC · SHREVEPORT, LA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Shreveport, LA
MORGAN STANLEY · Shreveport, LA

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