AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JC

Joseph D. Cornwell

Some features on this profile are disabled
CRD#: 1538374
JC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Dubois Cornwell was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1987. Joseph had worked at 11 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 24, 1993 - September 5, 1995

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

March 16, 1993 - September 20, 1993

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA
Past

April 2, 1992 - February 26, 1993

CC&Q INVESTORS DIVERSIFIED, INC.

BD
CRD#: 26644
Past

February 28, 1992 - April 14, 1992

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 15, 1991 - December 14, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

November 7, 1991 - March 6, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

April 17, 1991 - May 30, 1991

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

December 22, 1989 - September 26, 1990

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

September 30, 1989 - November 6, 1989

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

August 3, 1989 - September 30, 1989

NEWHARD, COOK & CO. INCORPORATED

BD
CRD#: 619
ST. LOUIS, MO
Past

July 22, 1988 - November 25, 1988

MARSHALL DAVIS, INC.

BD
CRD#: 16278
Past

June 6, 1988 - July 28, 1988

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

August 14, 1987 - May 18, 1988

F.D. ROBERTS SECURITIES, INC.

BD
CRD#: 693
PARAMUS, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/13/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BC
BARRON CHASE SECURITIES, INC.
BARRON CHASE SECURITIES, INC.

CRD#: 18969 / SEC#: , 8-37107

BD
Terminated by SEC on 01/20/2001
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 11/07/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CONTINENTAL FINANCIALOWNER
AIELLO, PHILIP JOHN JRV.P.2214889
ANDOLPHO, PETER DONALD JRV.P.2034938
BLUNDELL, ROGER JAMESV.P.2228388
COLLURA, ANTHONY BURKEV.P.1212502
CRISTIANO, GENNARO JERRYV.P.
FEINMEL, HOWARDCHEIF COMPLIANCE OFFICER CCO1330613
GALLEGOS, CRAIG STEVENV.P.2026646
GRIMM, KENTON EDWARDV.P.1474702
HAFEZI, KIOUMARSV.P1725946
HERMAN, BRIAN MARCUSV.P.1927274
KIRK, ROBERT THOMASCEO1204425
KLEIN, JAY ALANCFO / FINOP3233468
LIMA, MARIE SANTAV.P.2727745
LOCKHART, ROGER DEANV.P.1581173
MACKLE, DANIEL JOSEPH SRV.P.2239531
MEDRANO, PAUL DEANV.P.1550449
NOLE, JOHN ANTHONYV.P.1609191
OHALLORAN, DANIEL PATRICKV.P.1391521
OREILLY, RICHARD DONLONV.P.845839
ORLANDO, JOHN ANTHONYV.P2002197
PARSI, JOEY AMIRV.P.1933342
PETRUSHA, MICHAEL EDWARDV.P.1690224

Disclosures


Regulatory Event13
Civil Event2
Arbitration29

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


BARRON CHASE SECURITIES, INC.

CRD#: 18969

TRUST BUT VERIFY

Monitor Joseph Cornwell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics