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RIA / WealthAdvisor22 years in industry

CORT FREDERICK MEINELSCHMIDT

Advisor at CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RALEIGH, NC | HAGERSTOWN, MD

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Search this name across graphsid dfx:ria:d2960cfa-06d5-e428-7902-14d6dc802020

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2007 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: CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 9, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 9, 2004
First registration: Mar 13, 2007
Dual registered: no
IAPD individual key: 4757304

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
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 7, 2025	n/a	yes	HAGERSTOWN, MD\|RALEIGH, NC	Current employment
SENTINEL CAPITAL SOLUTIONS	Former SEC adviser	Aug 2, 2011	Apr 14, 2025	no	HAGERSTOWN, MD	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Jul 8, 2011	Mar 7, 2012	no	HAGERSTOWN, MD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 19, 2010	Jul 12, 2011	no	FORT MILL, SC\|HAGERSTOWN, MD\|HAGERSTOWN, MD\|HAGERSTOWN, MD	Previous registration
EDWARD JONES	National bd RIA	Mar 13, 2007	May 6, 2010	no	HAGERSTOWN, MD\|HAGERSTOWN, MD	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
SENTINEL CAPITAL SOLUTIONS	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	Apr 14, 2025	Jan 7, 2025	-97	Firm change after gap	RIA to ibd
WFG ADVISORS, LP	SENTINEL CAPITAL SOLUTIONS	Mar 7, 2012	Aug 2, 2011	-218	Firm change after gap	Other
LPL FINANCIAL LLC	WFG ADVISORS, LP	Jul 12, 2011	Jul 8, 2011	-4	Firm change	Other
EDWARD JONES	LPL FINANCIAL LLC	May 6, 2010	May 19, 2010	13	Firm change	Other

Relationships

Registered with (5)

→ CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ SENTINEL CAPITAL SOLUTIONSRegistered adviserregistration: previous registration
Aug 2, 2011 to Apr 14, 2025factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Jul 8, 2011 to Mar 7, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 19, 2010 to Jul 12, 2011factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 13, 2007 to May 6, 2010factForm ADV

Dated events

Occurred
Apr 14, 2025
Advisor changed firm
Cort Frederick Meinelschmidt left Sentinel Capital Solutions for Capital Investment Advisory Services, Llc (registered 2025-01-07)
Form ADVobserved 6 days ago