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
Dana Louis Cornell
Certified Financial Planner
Feed of 09/15/2026
Also filed as Dana L Cornell
At current firm
0 y
since May 1, 2026
In the industry
20 y
since Oct 28, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
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
- Uniting Wealth Partners independent RIA currentsince Jun 25, 2026 · Denver, Co
- Lincoln Park Capital LLC independent RIA currentsince May 1, 2026 · Olean, Ny
- Org Partners formerMay 17, 2022 to Apr 5, 2023 · Olean, Ny
- Morgan Stanley wirehouseSep 14, 2010 to Jan 25, 2021 · Buffalo, Ny
Moves
a registration end followed by a registration begin elsewhere
- Org Partners to Lincoln Park Capital LLCleft Apr 5, 2023, registered May 1, 2026 (1122 days) · RIA to RIA
- Morgan Stanley to Org Partnersleft Jan 25, 2021, registered May 17, 2022 (477 days) · Wirehouse to independent RIA
Signals
- Dana Louis Cornell left Org Partners for Lincoln Park Capital Llc (registered 2026-05-01)Apr 5, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address