| Name: | CORNERSTONE FINANCIAL ADVISORS, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 10 Feb 2017 (8 years ago) |
| Financial Date End: | 28 Feb 2026 |
| Entity Number: | 539443 |
| Place of Formation: | IDAHO |
| File Number: | 539443 |
| ZIP code: | 83401 |
| County: | Bonneville County |
| Principal Address: | 1858 E 1ST ST IDAHO FALLS, ID 83401 |
| Mailing Address: | 1858 1ST ST IDAHO FALLS, ID 83401-4415 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORNERSTONE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 2021 | 611821481 | 2024-10-22 | CORNERSTONE FINANCIAL ADVISORS, LLC | 5 | |||||||||||||
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| CORNERSTONE FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN | 2020 | 611821481 | 2021-02-16 | CORNERSTONE FINANCIAL ADVISORS LLC | 6 | |||||||||||||
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| CORNERSTONE FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN | 2019 | 611821481 | 2020-08-28 | CORNERSTONE FINANCIAL ADVISORS LLC | 6 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| MATTHEW N PORTER | Agent | 1858 E 1ST ST, IDAHO FALLS, ID 83401 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Matthew Porter | Manager | 1858 E. 1ST STREET, IDAHO FALLS, ID 83401 | 2021-01-04 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0006043501 | 2025-01-03 |
| Annual Report | 0005534952 | 2024-01-03 |
| Annual Report | 0005096991 | 2023-02-06 |
| Annual Report | 0004577215 | 2022-01-20 |
| Annual Report | 0004114615 | 2021-01-04 |
| Annual Report | 0003785029 | 2020-02-20 |
| Annual Report | 0003405312 | 2019-01-21 |
| Annual Report | 0003160029 | 2018-02-05 |
| Initial Filing | 0000539443 | 2017-02-10 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 6293357005 | 2020-04-06 | 1087 | PPP | 1858 E 1st Street, IDAHO FALLS, ID, 83401 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 10 Apr 2025
Sources: Idaho Secretary of State
