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 Financial Planning, LLC

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
Bethany GoodrichCornerstone Financial Planning, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 13, 2025Nov 25, 2025
Chelsea Julie PolhemusCornerstone Financial Planning, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseJun 9, 2025Jun 26, 2025
Kristen Nicole VernaceCornerstone Financial Planning, LLC independent RIAPathways Financial Planning state registeredRIA to a state-registered adviserOct 24, 2024Jan 8, 2025 (76 d)
Adam John BergeronCornerstone Financial Planning, LLC independent RIAThe Harbor Group, Inc. independent RIARIA to RIAApr 4, 2022Apr 26, 2022
Michelle Marie LambCornerstone Financial Planning, LLC independent RIAMaine Advisory Associates, Inc. unclassifiedOtherApr 8, 2020Jun 30, 2020 (83 d)
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5 moves match.