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
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Bret Sinak | Morgan Stanley wirehouse | Cornerstone Wealth Management, LLC other | Other | Dec 12, 2012 | Jan 25, 2013 (44 d) |
| Erin Michelle Orourke | Morgan Stanley wirehouse | Cornerstone Wealth Management, LLC other | Other | Dec 12, 2012 | Apr 26, 2013 (135 d) |
| Andrew Dale Lohmeyer | Edward Jones national BD | Cornerstone Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 10, 2012 | Oct 19, 2012 |
| Kevin Luke Price | Spc other | Cornerstone Wealth Management, LLC no RAUM | Other | Oct 1, 2012 | Oct 10, 2012 |
| Derrick Stanley Casey | Edward Jones national BD | Cornerstone Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 28, 2012 | Oct 17, 2012 (50 d) |
| George William Walker | Wells Fargo Advisors wirehouse | Cornerstone Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 31, 2012 | Aug 27, 2012 |
| Mark Walker Minton | Wells Fargo Advisors wirehouse | Cornerstone Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 31, 2012 | Aug 27, 2012 |
| Mark Evan Beckrich | Edward Jones national BD | Cornerstone Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 23, 2012 | Aug 27, 2012 (126 d) |
| Daniel Edward Smith | Lincoln Financial Distributors, Inc. unclassified | Cornerstone Wealth Management, LLC independent RIA | Other | Feb 24, 2011 | May 10, 2021 (3728 d) |
| David Lee Kaplan | Edward Jones national BD | Cornerstone Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 18, 2009 | Aug 29, 2012 (1107 d) |
| Donald Paul Aulbert | Wells Fargo Advisors wirehouse | Cornerstone Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 23, 2009 | Aug 27, 2012 (1161 d) |
| Kipton Jeremy Reiss | Raymond James Financial Services Advisors, Inc other | Cornerstone Wealth Management, LLC other | Other | May 1, 2009 | Oct 13, 2016 (2722 d) |
| Louis Earl Wray | Edward Jones national BD | Cornerstone Wealth Management, LLC other | Other | Nov 7, 2007 | Mar 13, 2017 (3414 d) |
| Joseph Michael Keifer | Edward Jones national BD | Cornerstone Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 30, 2005 | Aug 27, 2012 (2462 d) |
| Gregory Alan Shoemaker | Edward Jones national BD | Cornerstone Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 30, 2005 | Aug 17, 2012 (2452 d) |
| Dean Andrew Millonas | Edward Jones national BD | Cornerstone Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2004 | Aug 27, 2012 (3099 d) |
| William Lee Friebel | Manulife Investment Management (US) LLC other | Cornerstone Wealth Management, LLC independent RIA | Other | Oct 8, 2003 | May 10, 2021 (6424 d) |
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77 moves match.