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

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
Tiffany Welshans GuarinoCornerstone Wealth independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 28, 2025Oct 29, 2025
William Mcgehee RussellCornerstone Wealth independent RIAKayne Anderson Rudnick Investment Management, LLC otherOtherAug 6, 2025Aug 15, 2025
Alexander Ballantyne BarnesCornerstone Wealth independent RIASavvy independent RIARIA to RIAJun 3, 2025Jan 28, 2026 (239 d)
Katherine Marie JamilCornerstone Wealth independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 24, 2021Jun 29, 2021 (97 d)
George Walton JamesonCornerstone Wealth independent RIAIndependent Advisor Alliance, LLC independent RIARIA to RIAMar 15, 2021Mar 30, 2021
Charles Douglas RobinsonCornerstone Wealth independent RIAKeebeck Wealth Management independent RIARIA to RIAAug 17, 2020Aug 17, 2020
Kyle Michael FischerCornerstone Wealth independent RIAGodsey & Gibb Wealth Management independent RIARIA to RIAAug 14, 2019Aug 21, 2019
John Daniel ThackerCornerstone Wealth independent RIASignaturefd, LLC independent RIARIA to RIAApr 29, 2019Jun 4, 2019 (36 d)
Page 1 of 1
8 moves match.