Thaddeus Cornell (CRD# 2762079) is an Investment Advisor Representative working at Peridot Investment Research Inc. in Gold Canyon, AZ and has over 27 years of experience in the finance industry.
CRD# 5720193
Lpl Financial LLC
CRD# 5169178
J.p. Morgan Securities LLC
CRD# 4813599
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Peridot Investment Research | Gold Canyon, AZ | Oct 2023 - Current | < 1 |
Usi | Phoenix, AZ | Aug 2021 - Current | 2 |
Passey Bond Co | Mesa, AZ | Jun 2018 - Aug 2021 | 3 |
Lebaron & Carroll | Mesa, AZ | Dec 2015 - Jun 2018 | 2 |
The Arizona Group | Gilbert, AZ | Oct 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1996 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- AZ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AZ
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.