Cornerstone Wealth Management

Transcription

1 Item 1- Cover Page David A. Gomersall, CPA Cornerstone Wealth Management 835 Sharon Drive, Suite 280 Westlake, OH (440) March 19, 2014 This Brochure Supplement provides information about David Gomersall that supplements the Cornerstone Wealth Management ( Cornerstone ) Brochure. You should have received a copy of that Brochure. Please contact Kaye O Boyle, Chief Compliance Officer, at , if you did not receive Cornerstone s Brochure or if you have any questions about the contents of this Brochure Supplement. Item 2- Educational Background and Business Experience Born: Education: Cleveland State University, B.A. in Business Administration - Accounting Business Experience: Gomersall & Associates, Inc., President, Cornerstone Wealth Management, President, 1995 present. Teal Office Park Condominium Owners Association, President, 1989 present ADR Management, LLC, Managing Member, 2002 present ADR Condominium Association, President, 2003 present Westlake East Real Estate Associates, LLC, Managing Member, 2007 present Cornerstone Business Services, LLC, President, 2013 to present 1

2 Certified Public Accountant (CPA) is the title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. Item 3- Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4- Other Business Activities The other real estate management activities describe in Item 2 above, in aggregate, involve slightly over 10% of David s time. Item 5- Additional Compensation Mr. Gomersall does not receive any compensation from third parties for providing advisory services. Item 6 - Supervision Mr. Gomersall s client accounts are subject to regular review and verification that asset balances are being managed in accordance with a client s investment guidelines. If you need to contact another senior employee of the Firm, Nick Dionisos can be reached at 835 Sharon Drive, Suite 280, Westlake, OH , (440)

3 Item 1- Cover Page Nick Dionisos, CPA Cornerstone Wealth Management 835 Sharon Drive, Suite 280 Westlake, OH (440) March 19, 2014 This Brochure Supplement provides information about Nick Dionisos that supplements the Cornerstone Wealth Management ( Cornerstone ) Brochure. You should have received a copy of that Brochure. Please contact Kaye O Boyle, Chief Compliance Officer, at , if you did not receive Cornerstone s Brochure or if you have any questions about the contents of this Brochure Supplement. Item 2- Educational Background and Business Experience Born: Education: Baldwin-Wallace College, B.A. in Business Administration - Accounting Business Experience: Cornerstone Wealth Management, Vice President and Shareholder as of January 1, 2013 and Senior Investment Consultant from 1997 to present. Certified Public Accountant (CPA) is the title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. Item 3- Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. 1

4 Item 4- Other Business Activities No other business activities. Item 5- Additional Compensation No compensation from any third parties for providing advisory services. Item 6 - Supervision Nick Dionisos is supervised by David Gomersall, President of the Firm. Nick Dionisos client accounts are subject to regular review and verification that asset balances are being managed in accordance with a client s investment guidelines. David Gomersall can be reached at 835 Sharon Drive, Suite 280, Westlake, OH , (440)

5 Item 1- Cover Page Timothy P. Marcinek, AIF Cornerstone Wealth Management 835 Sharon Drive, Suite 280 Westlake, OH (440) July 7, 2014 This Brochure Supplement provides information about Tim Marcinek that supplements the Cornerstone Wealth Management ( Cornerstone ) Brochure. You should have received a copy of that Brochure. Please contact Kaye O Boyle, Chief Compliance Officer, at , if you did not receive Cornerstone s Brochure, or if you have any questions about the contents of this Brochure Supplement. Item 2- Educational Background and Business Experience Born: Education: Cleveland State University, B.B.A. in Accounting, 1998 Business Experience: Cornerstone Wealth Management, Financial Planner, from April 2014 to present; Westshore Financial LLC, President and CEO from March 2013 to March 2014; Prosperity Capital Advisors, Project Manager and Business Consultant from March 2011 to March 2014; Self Employed-Tax Preparation from December 2010 to March 2011; and Hill Financial Group, Investment and Financial Planner from March 2008 to December Accredited Investment Fiduciary (AIF ) Mr. Marcinek has earned the AIF professional designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility. The AIF requires a candidate to complete a program administered by the Center for Fiduciary Studies, complete a closed book exam, and 6 hours of continuing education annually. 1

6 Item 3- Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4- Other Business Activities Mr. Marcinek devotes all of his business time to his responsibilities with Cornerstone Wealth Management. Item 5- Additional Compensation No compensation from any third parties for providing advisory services. Item 6 - Supervision Tim Marcinek is supervised by David Gomersall, President of the Firm. Tim Marcinek s client accounts are subject to regular review and verification that asset balances are being managed in accordance with a client s investment guidelines. David Gomersall can be reached at 835 Sharon Drive, Suite 280, Westlake, OH , (440)