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 |
|---|---|---|---|---|---|
| Ryan David Meacham | Cornerstone Wealth Management independent RIA | Vivaldi Capital Management LP independent RIA | RIA to RIA | Oct 28, 2020 | Nov 20, 2020 |
| David L Allen | Cornerstone Wealth Management independent RIA | Vivaldi Capital Management LP independent RIA | RIA to RIA | Oct 28, 2020 | Nov 20, 2020 |
| Scott Robert Bramwell | Cornerstone Wealth Management independent RIA | Eiger Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Jun 5, 2019 | Aug 17, 2019 (73 d) |
| Fabian Michael Waldner | Cornerstone Wealth Management independent RIA | Eiger Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Jun 5, 2019 | Aug 17, 2019 (73 d) |
| Ross Andrew Bramwell | Cornerstone Wealth Management other | Hb Wealth independent RIA | Other | Nov 12, 2013 | Dec 22, 2022 (3327 d) |
| Juan Carlos Gomez | Cornerstone Wealth Management other | Private Asset Management Inc other | Other | Sep 28, 2004 | Oct 4, 2004 |
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6 moves match.