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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant39 years in industry

LUCINDA A SALINAS

Advisor at CORNERSTONE WEALTH ADVISORS, INC.

Aiken, SC | CARLSBAD, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 29, 2002 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 ADVISORS, INC.
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: May 11, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: May 11, 1987
First registration: Jul 29, 2002
Dual registered: no
Other names: LUCINDA LACH|LUCINDA ANN LACH|LUCINDA A HERDMAN|LUCINDA ANN HERDMAN|LUCINDA ANN SALINAS|LUCINDA ANN HERDMAN|LUCINDA A HERDMAN|LUCINDA A LACH|LUCINDA ANN SALINAS
IAPD individual key: 1588638

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 ADVISORS, INC.	Independent wealth	Jan 1, 2025	n/a	yes	Aiken, SC\|CARLSBAD, CA	Current employment
CORNERSTONE WEALTH ADVISORS, INC.	n/a	Mar 3, 2017	Oct 21, 2020	no	DANA POINT, CA\|CARSLSBAD, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 24, 2011	Feb 21, 2017	no	NEWPORT BEACH, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 12, 2010	Jun 28, 2011	no	PORTLAND, OR	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 29, 2007	Nov 30, 2009	no	IRVINE, CA\|DUBLIN, CA\|KIMBERLY, ID	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jul 17, 2007	Nov 20, 2007	no	IRVINE, CA	Previous registration
FOOTHILL SECURITIES, INC.	Former SEC adviser	Jul 29, 2002	Sep 20, 2002	no	IRVINE, 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
CORNERSTONE WEALTH ADVISORS, INC.	CORNERSTONE WEALTH ADVISORS, INC.	Oct 21, 2020	Jan 1, 2025	1,533	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CORNERSTONE WEALTH ADVISORS, INC.	Feb 21, 2017	Mar 3, 2017	10	Firm change	Other
EQUITABLE ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 28, 2011	Aug 24, 2011	57	Firm change	Ibd to wirehouse
WOODBURY FINANCIAL SERVICES, INC.	EQUITABLE ADVISORS, LLC	Nov 30, 2009	Jul 12, 2010	224	Firm change	Other
FSC SECURITIES CORPORATION	WOODBURY FINANCIAL SERVICES, INC.	Nov 20, 2007	Nov 29, 2007	9	Firm change	Other
FOOTHILL SECURITIES, INC.	FSC SECURITIES CORPORATION	Sep 20, 2002	Jul 17, 2007	1,761	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157771:309544:CA:2020-10-21	Oct 21, 2020	Jan 1, 2025	CARSLSBAD, CA	Firm change after gap

Relationships

Registered with (7)

→ CORNERSTONE WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ CORNERSTONE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 3, 2017 to Oct 21, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 24, 2011 to Feb 21, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 12, 2010 to Jun 28, 2011factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 29, 2007 to Nov 30, 2009factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 17, 2007 to Nov 20, 2007factForm ADV
→ FOOTHILL SECURITIES, INC.Registered adviserregistration: previous registration
Jul 29, 2002 to Sep 20, 2002factForm ADV

Dated events

No dated event names this entity yet.