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 Capital Advisors
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 |
|---|---|---|---|---|---|
| Thomas G Kennedy | Global Retirement Partners LLC other | Cornerstone Capital Advisors independent RIA | Other | May 18, 2017 | Apr 10, 2018 (327 d) |
| Amanda Kaye Lyons | Principal Securities, Inc. other | Cornerstone Capital Advisors other | Other | Aug 10, 2015 | Aug 5, 2015 |
| Keith D Gibson | Northwestern Mutual Investment Services,LLC other | Cornerstone Capital Advisors other | Other | Jul 28, 2014 | Aug 1, 2014 |
| Nathan J Bopp | Chase Investment Services Corp. other | Cornerstone Capital Advisors other | Other | Oct 9, 2007 | Jan 2, 2008 (85 d) |
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4 moves match.