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 Planning Group

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
Amit BiswasCornerstone Planning Group independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 27, 2026Sep 3, 2026
Taylor Boone HodgesCornerstone Planning Group independent RIAFarther independent RIARIA to RIADec 15, 2025Jan 12, 2026
Elias YoungCornerstone Planning Group independent RIAFiduciary Financial Advisors independent RIARIA to RIAOct 24, 2025Oct 27, 2025
Marlon Alexis HerreraCornerstone Planning Group independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMay 9, 2025May 12, 2025
Giuseppe Antonio BiancoCornerstone Planning Group independent RIABianco Wealth Advisors LLC state registeredRIA to a state-registered adviserSep 12, 2024Jan 29, 2025 (139 d)
Scott RatajczakCornerstone Planning Group independent RIAThrive Capital Management, LLC independent RIARIA to RIAOct 21, 2020Nov 25, 2020 (35 d)
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6 moves match.