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.
Advisor moves
Departures from Cornerstone Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brandon Tyler Davidson | Cornerstone Wealth Management independent RIA | Johnson Investment Counsel, Inc. independent RIA | RIA to RIA | Jun 24, 2024 | Oct 11, 2024 (109 d) |
| Timothy Peter Marcinek | Cornerstone Wealth Management independent RIA | Mclean Asset Management Corp. independent RIA | RIA to RIA | Mar 17, 2022 | May 3, 2022 (47 d) |
| Richard Frank Kammer | Cornerstone Wealth Management independent RIA | Pinnacle Advisors independent RIA | RIA to RIA | Jan 28, 2022 | Jan 3, 2023 (340 d) |
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3 moves match.