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 Legacy Cornerstone Wealth 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
Jeffery Paul LewisLegacy Cornerstone Wealth LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankMar 2, 2026Jul 30, 2025
Lynn Raymond SiewertLegacy Cornerstone Wealth LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankDec 12, 2025Jul 31, 2025
Lori Ann SelbyLegacy Cornerstone Wealth LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankDec 12, 2025Jul 30, 2025
Gregory Allen StapletonLegacy Cornerstone Wealth LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankDec 12, 2025Jul 30, 2025
Marc D LivernoisLegacy Cornerstone Wealth LLC independent RIAMsdr Partners, LLC state registeredRIA to a state-registered adviserSep 23, 2025Sep 24, 2025
Craig Brimhall NelsonLegacy Cornerstone Wealth LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankAug 4, 2025Aug 5, 2025
Nathaniel Spencer BurtLegacy Cornerstone Wealth LLC independent RIAWealth Management independent RIARIA to RIAJul 8, 2024Jan 22, 2024
Mark B HaynesLegacy Cornerstone Wealth LLC independent RIAWealth Management independent RIARIA to RIAJul 8, 2024Jan 22, 2024
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8 moves match.