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 Advisors 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
Nikifor Alexandrov PaunovCornerstone Advisors LLC independent RIAAdvisory Services Network independent RIARIA to RIAMay 8, 2025May 21, 2025
Kenneth J UhlichCornerstone Advisors LLC independent RIAAdvisory Services Network independent RIARIA to RIAApr 25, 2025Apr 28, 2025
Scott Alexander PeytonCornerstone Advisors LLC independent RIAAdvisory Services Network independent RIARIA to RIAApr 25, 2025Apr 28, 2025
Gary Mark HarrisCornerstone Advisors LLC independent RIAAdvisory Services Network independent RIARIA to RIAApr 24, 2025Apr 24, 2025
Tyler Mark HarrisCornerstone Advisors LLC independent RIAAdvisory Services Network independent RIARIA to RIAApr 15, 2025Apr 15, 2025
Robert CarperCornerstone Advisors LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 24, 2025Feb 24, 2025
Carlos Q IngramCornerstone Advisors LLC independent RIABrookwood Investment Group independent RIARIA to RIAOct 9, 2024May 6, 2025 (209 d)
Courtney Lashay Wiley IngramCornerstone Advisors LLC independent RIARedwood Private Wealth independent RIARIA to RIAOct 9, 2024Nov 1, 2024
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8 moves match.