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DC

Dana L. Cornell

Some features on this profile are disabled
CRD#: 5022202
DC

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.

Dana Louis Cornell, CFP®, CIMA®, who also goes by Dana L Cornell, was a registered financial professional .

Dana is a previously registered financial professional and started their career in finance in 2005. Dana had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dana L Cornell

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.
DC Bradford Properties, LLC; Investment related - No; Olean, New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 1 BV Capital: Investment related - Yes; Dallas Texas; Real Estate; Vice President Marketing and Consulting Sept 2021; During business hours: 2. Cornell Capital Holdings: CEO, Investment related - Yes; Olean, New York; Private Equity/Commercial Real Estate; Aug 2019; During business hours: 40. Cornell Wealth (DBA); CEO, Investment related - Yes; Olean, New York; Private Equity/Commercial Real Estate; Aug 2019; During business hours: 30. Heritage Wealth-Managing Member, Investment related - Yes; Las Vegas, NV; Business Acquisitions; July 2022; During business hours: 1 Legacy Developers LLC; Investment related - Yes; Haddonfield, NY; Self Storage development; February 2021; During business hours: 5 Raise.Capital; Investment related - No; Olean, New York; Teach education sessions; October 2021; During business hours: 5 Insurance Agent; Investment related - No; Olean, New York; Health and Life ; October 2021; During business hours: 1;

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®
CFP®

Certified Financial Planner

Start date: 2011

CIMA®

Certified Investment Management Analyst

Experience

Past

May 17, 2022 - April 5, 2023

ORG PARTNERS

RIA
CRD#: 312728
Olean, NY
Past

May 13, 2022 - April 5, 2023

IGM BROKERAGE

BD
CRD#: 310654
RALEIGH, NC
Past

September 8, 2021 - February 21, 2022

BV SECURITIES, LLC

BD
CRD#: 103800
DALLAS, TX
Past

September 14, 2010 - January 25, 2021

MORGAN STANLEY

RIA
CRD#: 149777
OLEAN, NY
Past

June 1, 2009 - January 25, 2021

MORGAN STANLEY

BD
CRD#: 149777
OLEAN, NY
Past

August 17, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BUFFALO, NY
Past

October 25, 2005 - August 22, 2007

EDWARD JONES

BD
CRD#: 250
LAKEWOOD, NY

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".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS

CRD#: 312728 / SEC#: 801-120444

RIA
Registered Investment Advisory firm - (3/18/2021 Approved)

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: 10/28/2005
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 7
Date: 10/24/2005
General Securities Representative Examination

Current Firm

OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS

CRD#: 312728 / SEC#: 801-120444

RIA
Registered Investment Advisory firm - (3/18/2021 Approved)
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Contact information

Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (29 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

ORG PARTNERS WRAP BROCHURE (8/27/2025)
ORG PARTNERS ADV2A BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts1,747
AUM (Assets Under Management)$ 772,570,633

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

ORG PARTNERS

CRD#: 312728

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