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CORNERSTONE ADVISORS, INC.

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Company Details

Legal Name: CORNERSTONE ADVISORS, INC.
Jurisdiction: WASHINGTON
Entity Type: FOREIGN PROFIT CORPORATION
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: October 6th 2011
Expiration date: 31 Oct 2025
UBI Number: 603 149 535
Home State: ARIZONA
Principal Office Street Address: Google Maps Logo 7272 E INDIAN SCHOOL RD, SUITE 400, SCOTTSDALE, AZ, 85251-3921, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 7272 E INDIAN SCHOOL RD, STE 400, SCOTTSDALE, AZ, 85251-3952, UNITED STATES

Contact Details

E-Mail: LYSASI@CRNRSTONE.COM
Phone Number: +1 480-423-2030

Nature of Business

Professional, Scientific & Technical Services, FINANCIAL CONSULTING COMPANY FOR BANKS AND CREDIT UNIONS

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Registered Agent Information

Name Role
VINCENT HUI PLLC Registered Agent

Key Officers & Management

Name Role
SCOTT SOMMER Governing Person
STEVE WILLIAMS Governing Person

Links between entities

Type:
Headquarter of
Company Number:
10047750
State:
ALASKA
ALASKA profile:
CORNERSTONE ADVISORS, INC. (AK)

Central Index Key

CIK number:
0001532520
Phone:
425-646-7600
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-14575
Filing date:
2020-10-20
File:
View File
Form type:
13F-HR
File number:
028-14575
Filing date:
2020-07-29
File:
View File
Form type:
13F-HR
File number:
028-14575
Filing date:
2020-04-22
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
911244756
Plan Year:
2020
Number Of Participants:
90
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
4254558148
File:
View File
Plan Administrator / Signatory:
BRUCE DUFF(Plan administrator) BRUCE DUFF(Employer/plan sponsor)
Plan Year:
2020
Number Of Participants:
96
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
4254558148
File:
View File
Plan Administrator / Signatory:
BRUCE DUFF(Plan administrator)
Plan Year:
2019
Number Of Participants:
100
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
4254558148
File:
View File
Plan Administrator / Signatory:
KENT LOESCH(Plan administrator)
Plan Year:
2018
Number Of Participants:
91
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
4254558148
File:
View File
Plan Administrator / Signatory:
KENT LOESCH(Plan administrator)
Plan Year:
2017
Number Of Participants:
85
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
4256467600
File:
View File
Plan Administrator / Signatory:
KENT LOESCH(Plan administrator) KENT LOESCH(Employer/plan sponsor)

Paycheck Protection Program

Jobs Reported:
65
Initial Approval Amount:
$1,369,100
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$1,369,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Servicing Lender:
Zions Bank, A Division of
Use of Proceeds:
Payroll: $1,369,100

Trademarks

Serial Number:
78943475
Mark:
BUILD BEYOND
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Service Mark
Application Filing Date:
2006-08-02
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BUILD BEYOND
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
INVESTMENT AND FINANCIAL MANAGEMENT; FINANCIAL RISK MANAGEMENT; FINANCIAL PLANNING AND WEALTH PRESERVATION; INVESTMENT ADVISORY SERVICES; CASH MANAGEMENT; AND M...
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77565469
Mark:
CHOICEBUILDER
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Service Mark
Application Filing Date:
2008-09-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CHOICEBUILDER
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
INVESTMENT AND FINANCIAL MANAGEMENT; FINANCIAL RISK MANAGEMENT; FINANCIAL PLANNING AND WEALTH PRESERVATION; INVESTMENT ADVISORY SERVICES; CASH MANAGEMENT; AND M...
First Use:
2008-09-02
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
75889309
Mark:
C
Status:
Abandoned after publication because applicant filed an express abandon...
Mark Type:
Service Mark
Application Filing Date:
2000-01-06
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
C
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial management services
First Use:
1985-03-19
International Classes:
036 - Primary Class
Class Status:
ABANDONED
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