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 Advisors Inc

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
Kevin Lewis PennerFrg Family Wealth Advisors independent RIACornerstone Advisors Inc independent RIARIA to RIAOct 19, 2020Jan 28, 2020
Haley Reutimann EstensonInvesco Managed Accounts, LLC otherCornerstone Advisors Inc independent RIAOtherOct 21, 2019Nov 5, 2019
Steven Anthony DeluciaUBS Financial Services Inc. wirehouseCornerstone Advisors Inc mixed wealthWirehouse to independent RIAOct 22, 2018Oct 22, 2018
Jesse Lee ThomasWaddell & Reed BD affiliatedCornerstone Advisors Inc mixed wealthAffiliated broker-dealer or bank to independent RIAMay 18, 2018Jun 7, 2018
Renee Michelle HawkesColdstream Wealth Management independent RIACornerstone Advisors Inc mixed wealthRIA to RIAApr 18, 2018Apr 16, 2018
Bryan George DigelTd Ameritrade Investment Management, LLC independent RIACornerstone Advisors Inc otherOtherJan 24, 2018Jan 25, 2018
Jacki FarrarEdward Jones national BDCornerstone Advisors Inc otherOtherOct 20, 2016Nov 7, 2016
Rachele Solomae BouchandClark Nuber Wealth Management state registeredCornerstone Advisors Inc mixed wealthOtherJul 18, 2016May 2, 2018 (653 d)
Michael David MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCornerstone Advisors Inc otherOtherMay 3, 2016Dec 19, 2017 (595 d)
Joshua Ray BettsCharles Schwab & Co., Inc. national BDCornerstone Advisors Inc otherOtherMar 24, 2016Mar 22, 2016
Nickolas Eric ReillyWells Fargo Advisors wirehouseCornerstone Advisors Inc otherOtherFeb 23, 2016Mar 11, 2016
Phillip Henry MillerRussell Investments otherCornerstone Advisors Inc otherOtherJan 6, 2015Feb 27, 2015 (52 d)
Anna Christine JohnsonLnw otherCornerstone Advisors Inc independent RIAOtherOct 16, 2014Nov 5, 2019 (1846 d)
James Lawrence MooreFisher Investments otherCornerstone Advisors Inc otherOtherJul 31, 2014May 13, 2016 (652 d)
Randy T SiegelAmeriprise Financial Services, LLC national BDCornerstone Advisors Inc mixed wealthAffiliated broker-dealer or bank to independent RIAMay 19, 2014Oct 22, 2018 (1617 d)
Viren KamdarCitigroup Global Markets Inc. otherCornerstone Advisors Inc otherOtherMay 23, 2012Aug 12, 2016 (1542 d)
Scott Douglas HedgcockColdstream Wealth Management otherCornerstone Advisors Inc otherOtherFeb 22, 2012Jul 26, 2012 (155 d)
Douglas Phillip HaackChase Investment Services Corp. otherCornerstone Advisors Inc otherOtherAug 17, 2010Jan 14, 2011 (150 d)
Benson Patrick MathewsNorthwestern Mutual Investment Services,LLC otherCornerstone Advisors Inc otherOtherAug 6, 2010Aug 26, 2010
Benjamin WicksParacle Advisors LLC otherCornerstone Advisors Inc otherOtherSep 1, 2009Sep 15, 2009
Christopher Stephen GlasgowMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCornerstone Advisors Inc otherOtherMar 12, 2004Dec 3, 2004 (266 d)
Stephen John GoodwinQuellos Capital Management LP unclassifiedCornerstone Advisors Inc otherOtherJul 7, 2003Jun 18, 2004 (347 d)
Robyn Pomprowitz MeyerKibble & Prentice, Inc. unclassifiedCornerstone Advisors Inc otherOtherApr 15, 2003Oct 23, 2003 (191 d)
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23 moves match.