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Advisor at CORNERSTONE ADVISORY
Severna Park, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CORNERSTONE ADVISORY | Independent wealth | Sep 4, 2025 | n/a | yes | Severna Park, MD | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Jun 18, 2025 | no | TOWSON, MD|ANNAPOLIS, MD|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 22, 2024 | Mar 31, 2025 | no | TOWSON, MD|ANNAPOLIS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | CORNERSTONE ADVISORY | Jun 18, 2025 | Sep 4, 2025 | 78 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |