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 Capital Advisors

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.

AdvisorFromToTypeLeftRegistered
Thomas G KennedyCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 31, 2019
Mario C GigantiCornerstone Capital Advisors independent RIAAzsure Fiduciary Services unclassifiedOtherJul 31, 2019Nov 22, 2005
Nathan J BoppCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Mark William FearigoCornerstone Capital Advisors independent RIAAzsure Fiduciary Services unclassifiedOtherJul 31, 2019Nov 22, 2005
Mark A MunteanCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Amanda Kaye LyonsCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 17, 2019
Glen HahlenCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Kevin Michael SprayCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 31, 2019
Daniel Ray HarshCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Daniel Mark AmiotCornerstone Capital Advisors otherAdvance Capital Management Inc otherOtherDec 22, 2017Jan 2, 2018
David R ForshewCornerstone Capital Advisors otherAdvance Capital Management Inc otherOtherJun 10, 2016Jul 29, 2016 (49 d)
Keith D GibsonCornerstone Capital Advisors otherNorthwestern Mutual Investment Services,LLC otherOtherMay 4, 2015Jun 23, 2015 (50 d)
Marc Alan SeymourCornerstone Capital Advisors otherMML Investors Services, LLC otherOtherJan 12, 2009Mar 18, 2009 (65 d)
Richard Lynn MohrCornerstone Capital Advisors otherBuckeye Financial Solutions, Inc. state registeredOtherJul 22, 2004Apr 27, 2004
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14 moves match.