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 FAMILY OFFICE, LLC

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

Oct 1, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

23derivedfrom the current registration's begin date

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Personal Financial Specialist

Dual registered

no

Other names

CATHI GALE VERES|CATHERINE GALE GISMONDI

IAPD individual key

4580179

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cea1821c-e11f-92de-d615-154a3017a13e

First observed

Oct 1, 2001

Last observed

Sep 14, 2026 7 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.