DST Report

Cornerstone founder · WealthForge · CRD 4227692

John Paul Harvey Jr.

Founder of Cornerstone Real Estate Investment Services. WealthForge CRD 4227692. Voice on the May 2025 Nelson webinar. Co-author of a DST investing book with David Kangas.

Nelson / Versity Broker CRD 4227692 As of 2026-08-20

Not just a selling-group name. Founder, CEO, and general securities principal of Cornerstone Real Estate Investment Services (Orange, CA; DBA at 738 E Chapman Ave). That is the same Cornerstone that hosted Brian Nelson’s May 2025 “home run” webinar after a year of NDA silence.

Commissioned seller on Grant Street. Currently registered with WealthForge Securities, LLC (CRD 152550) since 2 Nov 2019 — the BD through which Cornerstone offers DSTs. Form D associated BD was Sandlapper Securities, LLC (CRD 137906). Branch on BrokerCheck: Gainesville, VA. 53 state licenses. Series 24, 7, 63.

Prior registrations: Cabot Lodge Securities LLC (8 Apr 2019–1 Nov 2019); Sandlapper Securities (13 Apr 2012–9 Apr 2019); Allied Beacon Partners (1 Aug 2011–30 Apr 2012). Earlier: Omni Brokerage, Brookstreet.

U4 / firm bio: CPA since 1991 (USC accounting 1989, MBT 2001). Tax career at Ernst & Young Beverly Hills, Price Waterhouse, then senior manager at Deloitte Los Angeles. California real estate broker. Co-author, with Trawnegan Gall and David Kangas, of Modern Real Estate Investing: The Delaware Statutory Trust (2018; royalty OBA). Kangas is still listed as Cornerstone SVP on the same site. Firm marketing: ~$2 billion in alt real estate, 2,200+ transactions — sponsor copy, not a filing.

BrokerCheck as of 20 Aug 2026: no disclosure events.