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 PLANNING 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

Jun 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Feb 4, 2011

First registration

Apr 23, 2014

Dual registered

no

Other names

JERRY MICHAEL MADDALUNA|GIRO MICHAEL MADDALUNA|JERRY MADDALUNA

IAPD individual key

4876763

• Occurred

  Jun 29, 2022
  Advisor changed firm

  Giro Michael Maddaluna left Eagle Strategies Llc for Cornerstone Planning Group (registered 2022-06-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd3a77b2-ebae-c121-635a-3ddc5e957969

First observed

Apr 23, 2014

Last observed

Sep 15, 2026 5 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.