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, 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
David Brian GeschkeCornerstone Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 2, 2026Jun 5, 2025
Dustin Darold MeiselCornerstone Wealth Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMay 12, 2026May 13, 2026
Roger Henry WeismillerCornerstone Wealth Management, LLC independent RIATd Private Client Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 20, 2026May 11, 2026
Jeffrey Brian EdwardsCornerstone Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 17, 2025Sep 17, 2025
Andrew Steven KowalCornerstone Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 16, 2024Mar 15, 2024
Eric Paul BruningCornerstone Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankApr 16, 2024Jul 10, 2024 (85 d)
Sarah Emily HarrisCornerstone Wealth Management, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 28, 2023Aug 9, 2022
Luke Alan GlasscockCornerstone Wealth Management, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 27, 2023Nov 27, 2023
David Michael FosterCornerstone Wealth Management, LLC independent RIAGateway Wealth Management, LLC state registeredRIA to a state-registered adviserSep 15, 2023May 16, 2023
Jessica AnsethCornerstone Wealth Management, LLC independent RIAThe Wealth Consulting Group independent RIARIA to RIAAug 10, 2023Jul 14, 2023
Alexander Mark HooverCornerstone Wealth Management, LLC independent RIAPrecision Wealth Strategies, LLC independent RIARIA to RIAJul 27, 2023Jul 31, 2023
Brian Matthew PadrickCornerstone Wealth Management, LLC independent RIAThe Wealth Consulting Group independent RIARIA to RIAJul 18, 2023Jul 14, 2023
James Michael HillCornerstone Wealth Management, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2023May 1, 2023
Randall Alan FisherCornerstone Wealth Management, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2023May 1, 2023
William Lee FriebelCornerstone Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 26, 2023Apr 26, 2023
Patrick John LodesCornerstone Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 28, 2023Mar 28, 2023
John Bret SinakCornerstone Wealth Management, LLC independent RIAAdk Wealth Advisory Group independent RIARIA to RIASep 9, 2021Mar 18, 2022 (190 d)
Jeffery Sante JachuraCornerstone Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 7, 2021Sep 7, 2021
David Michael PhippsCornerstone Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 24, 2021Mar 5, 2021
Riley JuengerCornerstone Wealth Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 8, 2020Jun 21, 2021 (195 d)
Jason Tyrone StanfieldCornerstone Wealth Management, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJun 1, 2020May 28, 2020
Kevin Luke PriceCornerstone Wealth Management, LLC independent RIALPL Financial LLC otherOtherMay 29, 2020Oct 25, 2012
Kipton Jeremy ReissCornerstone Wealth Management, LLC independent RIALPL Financial LLC independent RIARIA to RIAJan 9, 2020Sep 19, 2018
Lisa Renee KopisCornerstone Wealth Management, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankAug 19, 2019Oct 4, 2019 (46 d)
Daniel A OschmannCornerstone Wealth Management, LLC independent RIAWestern Wealth Management LLC independent RIARIA to RIAMay 28, 2019Jun 6, 2019
Joshua Michael RyanCornerstone Wealth Management, LLC independent RIAHarbour Investments, Inc. independent RIARIA to RIAJan 31, 2019Jan 17, 2025 (2178 d)
Keith Arvid WicklundCornerstone Wealth Management, LLC independent RIAHarbour Investments, Inc. independent RIARIA to RIAJan 31, 2019Feb 2, 2019
Erin N BurksCornerstone Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankNov 30, 2018Nov 19, 2018
Roscoe Paul ZeiglerCornerstone Wealth Management, LLC independent RIARp Zeigler Investment Services state registeredRIA to a state-registered adviserOct 23, 2018Oct 29, 2018
Frederick SaavedraCornerstone Wealth Management, LLC independent RIALPL Financial LLC independent RIARIA to RIASep 7, 2018Sep 11, 2018
Kelly Leigh OlczakCornerstone Wealth Management, LLC independent RIALynnleigh & Company, LLC independent RIARIA to RIAJun 1, 2018Sep 29, 2021 (1216 d)
Erin Michelle OrourkeCornerstone Wealth Management, LLC otherWells Fargo Advisors wirehouseOtherMay 8, 2014May 23, 2014
Marvin L. MitchellCornerstone Wealth Management, LLC otherOn Investment Management Co otherOtherMay 22, 2013May 22, 2013
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33 moves match.