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

CORNERSTONE WEALTH PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 11, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S66

First exam

Jan 11, 2010

First registration

Jun 29, 2010

Dual registered

yes, broker-dealer

Other names

WES DAVIS

IAPD individual key

5816745

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bc17c513-030a-f8e7-c3d3-00df6eb6bb38

First observed

Jun 29, 2010

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.