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 Advisors Inc

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
Douglas Phillip HaackCornerstone Advisors Inc independent RIAHamrick Investment Counsel, LLC independent RIARIA to RIAJul 16, 2020Nov 1, 2020 (108 d)
Michael Lee MilojevichCornerstone Advisors Inc independent RIAHighland Private Wealth Management independent RIARIA to RIAOct 7, 2019Aug 20, 2019
Tyler Oakley KaluzaCornerstone Advisors Inc independent RIABecker Capital Management, Inc. independent RIARIA to RIAMay 16, 2019May 30, 2019
Randy T SiegelCornerstone Advisors Inc mixed wealthAletheian Wealth Advisors LLC no RAUMRIA to a newly registered adviserMay 10, 2019Aug 9, 2019 (91 d)
Joshua Ray BettsCornerstone Advisors Inc mixed wealthAletheian Wealth Advisors LLC no RAUMRIA to a newly registered adviserJan 4, 2019Aug 27, 2019 (235 d)
Melissa Louise LeonardCornerstone Advisors Inc mixed wealthThreadline Wealth independent RIARIA to RIAOct 3, 2018Oct 9, 2018
Kevin Andrew ErwertCornerstone Advisors Inc mixed wealthVestory, LLC independent RIARIA to RIAAug 17, 2018Aug 28, 2018
Nickolas Eric ReillyCornerstone Advisors Inc otherOne Day Wealth state registeredOtherJan 25, 2018Aug 22, 2018 (209 d)
Jacki FarrarCornerstone Advisors Inc otherFinancial Advocates Investment Management otherOtherDec 18, 2017Oct 31, 2017
Michael Christian BrooksCornerstone Advisors Inc otherColumbia Pacific Wealth Management otherOtherApr 18, 2017May 16, 2017
Jonathan Thomas GannonCornerstone Advisors Inc otherFisher Investments otherOtherApr 11, 2017Apr 25, 2017
Scott Douglas HedgcockCornerstone Advisors Inc otherAletheian Wealth Advisors LLC no RAUMOtherJan 13, 2017Aug 5, 2019 (934 d)
Brian Dean FickenCornerstone Advisors Inc otherZevenbergen Capital Investments LLC otherOtherJan 13, 2017Apr 8, 2026 (3372 d)
Benjamin WicksCornerstone Advisors Inc otherHighland Private Wealth Management otherOtherOct 4, 2016Nov 29, 2016 (56 d)
Christine Michelle OppCornerstone Advisors Inc otherFreestone Capital Management, LLC otherOtherAug 16, 2014Sep 9, 2014
Benson Patrick MathewsCornerstone Advisors Inc otherCharles Schwab & Co., Inc. national BDOtherApr 10, 2014May 7, 2014
Rebecca ContinCornerstone Advisors Inc otherEast Rock Financial Services, LLC independent RIAOtherSep 5, 2013Dec 6, 2013 (92 d)
April Dawn KrihaCornerstone Advisors Inc otherTenere Financial state registeredOtherAug 14, 2009May 3, 2016 (2454 d)
Robyn Pomprowitz MeyerCornerstone Advisors Inc otherBristlecone Advisors LLC otherOtherOct 16, 2006Oct 25, 2006
Stephen John GoodwinCornerstone Advisors Inc otherFilament, LLC otherOtherOct 4, 2005Jan 30, 2006 (118 d)
Teresa Lynn LamarCornerstone Advisors Inc otherFilament, LLC otherOtherNov 17, 2004Dec 9, 2009 (1848 d)
Kathryn R KokengeCornerstone Advisors Inc otherRussell Investments otherOtherJun 15, 2004Apr 16, 2014 (3592 d)
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22 moves match.