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
Andrew Lawson Julian
Certified Financial Planner
Feed of 09/15/2026
Also filed as Andrew Julian
At current firm
0 y
since Jan 5, 2026
In the industry
10 y
since Mar 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Jan 5, 2026 · Morristown, Nj
- Cornerstone Wealth Management Group independent RIAJun 17, 2021 to Jan 6, 2026 · Greeneville, Tn
- Cambridge Investment Research Advisors, Inc. BD affiliatedJan 12, 2021 to Oct 13, 2021 · Greeneville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Cornerstone Wealth Management Group to Private Advisor Group, LLCleft Jan 6, 2026, registered Jan 5, 2026 (-1 days) · RIA to affiliated broker-dealer or bank
- Cambridge Investment Research Advisors, Inc. to Cornerstone Wealth Management Groupleft Oct 13, 2021, registered Jun 17, 2021 (-118 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Signals
- Andrew Lawson Julian left Cornerstone Wealth Management Group for Private Advisor Group, Llc (registered 2026-01-05)Jan 6, 2026 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address