DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

RACHEL LEE POSNER

Advisor at CORNERSTONE WEALTH

HUNTERSVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2efda815-27dd-5ca9-77ae-1e5e0fea9072

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORNERSTONE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 3, 2006
First registration: Apr 14, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 3275176

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORNERSTONE WEALTH	Independent wealth	Feb 27, 2018	n/a	yes	HUNTERSVILLE, NC	Current employment
SIGNATURE INTELLIGENT PORTFOLIOS, LLC	Former SEC adviser	Aug 28, 2015	Feb 23, 2018	no	LOS ANGELES, CA	Previous registration
SIGNATURE INVESTMENT ADVISORS, LLC	Independent wealth	May 11, 2012	Feb 23, 2018	no	LOS ANGELES, CA	Previous registration
Seia	Bd affiliated wealth	Apr 14, 2010	Feb 23, 2018	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Seia	SIGNATURE INVESTMENT ADVISORS, LLC	Feb 23, 2018	May 11, 2012	-2,114	Firm change after gap	Other
SIGNATURE INVESTMENT ADVISORS, LLC	SIGNATURE INTELLIGENT PORTFOLIOS, LLC	Feb 23, 2018	Aug 28, 2015	-910	Firm change after gap	Other
SIGNATURE INTELLIGENT PORTFOLIOS, LLC	CORNERSTONE WEALTH	Feb 23, 2018	Feb 27, 2018	4	Firm change	RIA to RIA

Relationships

Registered with (4)

→ CORNERSTONE WEALTHRegistered adviserregistration: current employment
Feb 27, 2018 to presentfactForm ADV
→ SEIARegistered adviserregistration: previous registration
Apr 14, 2010 to Feb 23, 2018factForm ADV
→ SIGNATURE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 11, 2012 to Feb 23, 2018factForm ADV
→ SIGNATURE INTELLIGENT PORTFOLIOS, LLCRegistered adviserregistration: previous registration
Aug 28, 2015 to Feb 23, 2018factForm ADV

Dated events

No dated event names this entity yet.