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 Advisory

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
Gavin JohnsonStrategic Advisers LLC national BDCornerstone Advisory independent RIAAffiliated broker-dealer or bank to independent RIAJun 18, 2025Sep 4, 2025 (78 d)
Christopher PesotaT. Rowe Price Advisory Services, Inc. independent RIACornerstone Advisory independent RIARIA to RIAJan 10, 2024Jan 26, 2024
Patrick Augustine RyanEsi Financial Advisors independent RIACornerstone Advisory independent RIARIA to RIADec 31, 2023Jan 26, 2024
James Ross FoxenKestra Advisory Services, LLC BD affiliatedCornerstone Advisory independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2019Nov 16, 2023 (1759 d)
Erik Dorsey JohnsonPrivate Fund Advisors, Inc. otherCornerstone Advisory independent RIAOtherApr 25, 2017Nov 1, 2018 (555 d)
Michael Kelly LavinaBaltimore-Washington Financial Advisors otherCornerstone Advisory otherOtherApr 27, 2015Sep 29, 2015 (155 d)
Donald Stephen HuberEquitable Advisors, LLC national BDCornerstone Advisory otherOtherDec 31, 2012Sep 30, 2015 (1003 d)
Thomas Nichols BiddisonEquitable Advisors, LLC national BDCornerstone Advisory otherOtherDec 31, 2012Jun 14, 2010
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8 moves match.