MF
M. D. Ford
CORNERSTONE ADVISORS
TOPEKA, KS 66615
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CRD#: 4025484
MF
Professional summary
M. Danyse Ford, who also goes by M. Danyse Eberhardt, M. Danyse Ford Mrs., is a registered financial advisor currently at CORNERSTONE ADVISORS located in Topeka, Kansas.
M. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. M. has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
M. Danyse Eberhardt | M. Danyse Ford Mrs.
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.
1)SCHWART FINANCIAL SERVICES DEFINED BENEFIT PLAN. TOPEKA, KS. STARTED 12/2013 AS TRUSTEE. TRUSTEE OF OUR OWN COMPANY-SPONSORED DEFINED BENEFIT PLAN WHO MANAGES PAPERWORK OF THE PLAN. SPENDS 1 HR/MO AND 1 HR/MO DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view M. Danyse Ford's 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®
NoneExperience
Current
July 19, 2004 - Present
CORNERSTONE ADVISORS
Office #1: 6540 Sw 10th Ave., Topeka, KS 66615RIA
CRD#: 114510
TOPEKA, KS
Past
January 2, 2003 - December 31, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
TOPEKA, KS
Past
June 16, 2000 - December 31, 2002
CORNERSTONE INVESTMENTS, L.L.C.
BD
CRD#: 38042
TOPEKA, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CORNERSTONE ADVISORS
CORNERSTONE ADVISORS | CORNERSTONE ADVISORS, LLC
CRD#: 114510 / SEC#: 801-110649
RIA
Registered Investment Advisory firm - (6/23/2017 Approved)Colorado
Registered Investment Advisory firm - (12/19/2017 Terminated)Kansas
Registered Investment Advisory firm - (12/18/2017 Terminated)Missouri
Registered Investment Advisory firm - (12/18/2017 Terminated)Nebraska
Registered Investment Advisory firm - (12/19/2017 Terminated)Texas
Registered Investment Advisory firm - (12/18/2017 Terminated)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
Kansas(6/23/2017)
IAR
Texas(5/16/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CA
CORNERSTONE ADVISORS
CORNERSTONE ADVISORS | CORNERSTONE ADVISORS, LLC
CRD#: 114510 / SEC#: 801-110649
RIA
Registered Investment Advisory firm - (6/23/2017 Approved)Colorado
Registered Investment Advisory firm - (12/19/2017 Terminated)Kansas
Registered Investment Advisory firm - (12/18/2017 Terminated)Missouri
Registered Investment Advisory firm - (12/18/2017 Terminated)Nebraska
Registered Investment Advisory firm - (12/19/2017 Terminated)Texas
Registered Investment Advisory firm - (12/18/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6540 Sw 10th Avenue, Topeka, KS 66615
Mailing Address
Phone number
(785) 273-2685
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,092 |
| AUM (Assets Under Management) | $ 244,695,549 |
Red Flags
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Company Information
CORNERSTONE ADVISORS
CRD#: 114510Topeka, KS 66615TRUST BUT VERIFY
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