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 Asset Management Services, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Timothy J Baker | Royal Fund Management, LLC independent RIA | Cornerstone Asset Management Services, Inc. other | Other | Oct 12, 2023 | Mar 6, 2025 (511 d) |
| Jay David Mcclellan | Secure Asset Management, L.L.C. independent RIA | Cornerstone Asset Management Services, Inc. other | Other | Jul 13, 2020 | Jul 6, 2020 |
| Bill Dragolas | Citizens Securities, Inc. BD affiliated | Cornerstone Asset Management Services, Inc. other | Other | Aug 24, 2018 | Aug 29, 2018 |
| George Anastasakis | Questar Asset Management, Inc. other | Cornerstone Asset Management Services, Inc. other | Other | Jul 9, 2007 | Jan 13, 2006 |
| Pamela Louise Kruger | Questar Asset Management, Inc. other | Cornerstone Asset Management Services, Inc. other | Other | Jul 9, 2007 | Jan 24, 2006 |
| Nicholas Emmanuel Anastasakis | Questar Asset Management, Inc. other | Cornerstone Asset Management Services, Inc. other | Other | Apr 21, 2006 | Jan 13, 2006 |
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6 moves match.