DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Erik Travis Lentz
Feed of 09/14/2026
At current firm
9 y
since Jun 15, 2017
In the industry
19 y
since Dec 15, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cornerstone Advisors Asset Management, LLC other currentsince Jun 15, 2017 · Bethlehem, Pa
- Cornerstone Institutional Investors, LLC formerJun 16, 2017 to Dec 31, 2017 · Bethlehem, Pa
- Ameriprise Financial Services, LLC national BDFeb 7, 2007 to Jun 25, 2007 · Midvale, Ut
- Ameriprise Financial Services, LLC national BDDec 15, 2006 to Feb 7, 2007 · Midvale, Ut
Moves
a registration end followed by a registration begin elsewhere
- Cornerstone Institutional Investors, LLC to no registered destinationleft Dec 31, 2017 · Departure, no registered destination
- Ameriprise Financial Services, LLC to Cornerstone Advisors Asset Management, LLCleft Jun 25, 2007, registered Jun 15, 2017 (3643 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address