DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Cort Frederick Meinelschmidt
Feed of 09/14/2026
At current firm
1 y
since Jan 7, 2025
In the industry
22 y
since Apr 9, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Capital Investment Advisory Services, LLC BD affiliated currentsince Jan 7, 2025 · Hagerstown, Md
- Sentinel Capital Solutions formerAug 2, 2011 to Apr 14, 2025 · Hagerstown, Md
- Wfg Advisors, LP formerJul 8, 2011 to Mar 7, 2012 · Hagerstown, Md
- LPL Financial LLC BD affiliatedMay 19, 2010 to Jul 12, 2011 · Fort Mill, Sc
- Edward Jones national BDMar 13, 2007 to May 6, 2010 · Hagerstown, Md
Moves
a registration end followed by a registration begin elsewhere
- Sentinel Capital Solutions to Capital Investment Advisory Services, LLCleft Apr 14, 2025, registered Jan 7, 2025 (-97 days) · RIA to affiliated broker-dealer or bank
- Wfg Advisors, LP to Sentinel Capital Solutionsleft Mar 7, 2012, registered Aug 2, 2011 (-218 days) · Other
- LPL Financial LLC to Wfg Advisors, LPleft Jul 12, 2011, registered Jul 8, 2011 (-4 days) · Other
- Edward Jones to LPL Financial LLCleft May 6, 2010, registered May 19, 2010 (13 days) · Other
Signals
- Cort Frederick Meinelschmidt left Sentinel Capital Solutions for Capital Investment Advisory Services, Llc (registered 2025-01-07)Apr 14, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address