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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

JOHN BRET SINAK

Advisor at ADK WEALTH ADVISORY GROUP

Lake Saint Louis, MO | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:95b0610d-0c14-6bcb-3526-0a15a688bf4d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2004 to Sep 15, 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: ADK WEALTH ADVISORY GROUP
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 20, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 20, 2004
First registration: Oct 21, 2004
Dual registered: yes, broker-dealer
Other names: BRET SINAK|JOHN BRET SINAK
IAPD individual key: 3006757

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
ADK WEALTH ADVISORY GROUP	Independent wealth	Mar 18, 2022	n/a	yes	ST. LOUIS, MO\|Lake Saint Louis, MO	Current employment
CORNERSTONE WEALTH MANAGEMENT, LLC	Independent wealth	Jan 25, 2013	Sep 9, 2021	no	DES PERES, MO	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 12, 2012	no	CHESTERFIELD, MO\|Chesterfield, MO	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Nov 14, 2008	Jun 1, 2009	no	CHESTERFIELD, MO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 21, 2004	Nov 18, 2008	no	CLAYTON, MO\|CLAYTON, MO	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 MANAGEMENT, LLC	ADK WEALTH ADVISORY GROUP	Sep 9, 2021	Mar 18, 2022	190	Firm change	RIA to RIA
MORGAN STANLEY	CORNERSTONE WEALTH MANAGEMENT, LLC	Dec 12, 2012	Jan 25, 2013	44	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Nov 18, 2008	Nov 14, 2008	-4	Firm change	Other

Relationships

Registered with (5)

→ ADK WEALTH ADVISORY GROUPRegistered adviserregistration: current employment
Mar 18, 2022 to presentfactForm ADV
→ CORNERSTONE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 25, 2013 to Sep 9, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 12, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Nov 14, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 21, 2004 to Nov 18, 2008factForm ADV

Dated events

No dated event names this entity yet.