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Kurt Douglas Cornfield

Kurt D. Cornfield

HARVEST - FAITH-BASED INVESTING
LYNCHBURG, VA 24504
Some features on this profile are disabled
CRD#: 1246475
Kurt Douglas Cornfield

Professional summary

Kurt Douglas Cornfield, CFP® is a registered financial advisor currently at HARVEST - FAITH-BASED INVESTING located in Lynchburg, Virginia.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Kurt has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Douglas Cornfield's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

March 3, 2026 - Present

HARVEST - FAITH-BASED INVESTING

Office #1: 403 5th Street, Lynchburg, VA 24504
RIA
CRD#: 338019
LYNCHBURG, VA
Past

November 28, 1994 - September 6, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
Ithaca, NY
Past

November 28, 1994 - September 6, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 22, 1984 - November 28, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/3/2026)
IAR
Virginia
(3/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/5/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/21/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 15
Date: 11/27/1984
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/1984
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/28/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

H-
HARVEST - FAITH-BASED INVESTING
HARVEST - FAITH-BASED INVESTING | HARVEST APP LLC

CRD#: 338019 / SEC#: 801-134471

RIA
Registered Investment Advisory firm - (11/13/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
403 5th Street, Lynchburg, VA 24504
Mailing Address
Phone number
(872) 242-4689
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HARVEST ADV PART 2A BROCHURE 8 JAN 2026 (1/12/2026)
HARVEST WRAP FEE PROGRAM BROCHURE 8 JAN 2026 (1/12/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HARVEST - FAITH-BASED INVESTING

CRD#: 338019Lynchburg, VA 24504

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