Broker-dealer
Cornerstone
Another broker-dealer. Hosted the May 2025 Nelson webinar after a year of NDA silence. John Harvey, Trawn Gall.
Not the selling group on the 4th & J or Vintage Form Ds. Showed up later as the host of Brian Nelson’s “home run” webinar. If an interest was placed through Cornerstone rather than Emerson, that is a different respondent — pull the subscription ticket.
John Harvey Jr. is founder/CEO; DSTs are offered through WealthForge, not a Cornerstone BD. David Kangas is on the same team (Sandlapper → Cabot Lodge → WealthForge).
Timeline
- Mar–2 May 2025Arbitration award: Brian gets managerial control of Versity Investments (65%). Cornerstone webinar: he calls 4th & J a home run he just walked. Vintage stays with Crew.