← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/28/2024）
CORNERSTONE WEALTH MANAGEMENT, LLC · 所有者与执行高管（CRD 164666）
机构事实页：CORNERSTONE WEALTH MANAGEMENT, LLC 事实页 → | 官方原文：IAPD firm-summary/164666
Schedule A · 直接所有者（15 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SHOEMAKER, GREGORY, ALAN | 个人 | MANAGING MEMBER | 是 | C |
| KAPLAN, DAVID, LEE | 个人 | MEMBER | — | NA |
| KEIFER, JOSEPH, MICHAEL | 个人 | MANAGING MEMBER | 是 | C |
| MILLONAS, DEAN, ANDREW | 个人 | MANAGING MEMBER | 是 | B |
| AULBERT, DONALD, PAUL | 个人 | MEMBER | — | NA |
| TORRENCE, KAREN, ANNE | 个人 | MEMBER | — | NA |
| LODES, PATRICK, JOHN | 个人 | MEMBER | — | A |
| SWENSON, CHRISTOPHER, JON | 个人 | MEMBER | — | NA |
| GOODEN, THOMAS, SHAW | 个人 | CHIEF COMPLIANCE OFFICER & MEMBER | 是 | NA |
| Wehmer, John, Henry | 个人 | MEMBER | — | NA |
| GARRISON, LESLIE, KAREN | 个人 | MEMBER | — | NA |
| BAO, LIYIN | 个人 | MEMBER | — | NA |
| NAVEED, KHURRAM | 个人 | MEMBER | — | NA |
| FRIEBEL, WILLIAM, LEE | 个人 | MEMBER | — | NA |
| HOWARD, JOHN, JOSEPH | 个人 | MEMBER | — | NA |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
