Robert Thomas Cornelius

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1994 → Present
  Cornelius Accounting
  Rogersville, AL
• 09/2016 → Present
  Sagepoint Financial, Inc
  Tuscaloosa, AL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Tuscaloosa, AL

Previous Registrations

• 2020-09-09 → 2023-09-01
  Osaic Services, Inc.
  Tuscaloosa, AL

Other Businesses

1. Cornelius Accounting 209 Patton St. Rogersville AL 35652 Employee 01/01/1994 120 hours per month 100 hours per month during trading hours Tax and Accounting preparation 2. Cornelius Cattle Farms Not Investment Related 209 Patton St, Rogersville AL 35652 Cattle Farming Activities Partner (33.33%) 05/10/2010 12 hours devoted to business per month 1 hour during trading hours per month Managing and general activities related to cattle farming operations 3. Cornelius Farms LLC Not Investment related 209 Patton St, Rogersville AL 35652 Member (10%) 05/01/1998 4 hours during month. 0 hour during month during trading hours manage and perform general farming activities 4. CEDAR AND STONE LLC POSITION: Member NATURE: Partnership LLC Construction INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 366 CO RD 571, Rogersville AL 35652, United States DESCRIPTION: Member 5. CORNELIUS FARMS LLC POSITION: member NATURE: partnership INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 369 CORNELIUS ROAD, ROGERSVILLE AL 35652, United States DESCRIPTION: Farm management and general labor 6. CORNELIUS CATTLE LLC POSITION: member NATURE: land and cattle farm INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 209 Patton Street, ROGERSVILLE AL 35652, United States DESCRIPTION: management 7. CORNELIUS ACCOUNTING POSITION: employee NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1984 ADDRESS: 209 Patton Street, ROGERSVILLE AL 35652, United States DESCRIPTION: Accountant 8. CORNELIUS FARM POSITION: Owner NATURE: Sole ProprietorshipLivestock Farm INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 366 CO RD 571, Rogersville AL 35652, United States DESCRIPTION: Basic care and maintenance on farm.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-29