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.

Current firm

LEGACY CORNERSTONE WEALTH LLC

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

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

7

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Jun 9, 2014

First registration

May 2, 2017

Dual registered

no

Other names

Matthew James Baker|Matthew Baker

IAPD individual key

6334092

• Occurred

  Mar 15, 2026
  Advisor departed, no destination yet

  Matthew J Baker no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:89368ae8-476e-59d2-1513-dc7b1e8e5be7

First observed

May 2, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.