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

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
Jerett Ross Dimarzio	LPL Financial LLC other	Cornerstone Wealth other	Other	Nov 8, 2017	Oct 29, 2015
George Walton Jameson	LPL Financial LLC other	Cornerstone Wealth other	Other	Sep 8, 2016	Jan 8, 2016
Thomas Edwin Perry	LPL Financial LLC other	Cornerstone Wealth other	Other	May 19, 2016	May 19, 2016
John Augustus Godfrey	Wells Fargo Advisors wirehouse	Cornerstone Wealth other	Other	Apr 5, 2016	Apr 8, 2016
Jeffrey Norman Powell	Highland Private Wealth Management other	Cornerstone Wealth other	Other	Nov 6, 2015	Jun 8, 2016 (215 d)
Brenda Hance Pressley	Equitable Advisors, LLC national BD	Cornerstone Wealth other	Other	Sep 8, 2015	Oct 10, 2015 (32 d)
Alexander Ballantyne Barnes	LPL Financial LLC other	Cornerstone Wealth other	Other	Mar 10, 2015	Aug 31, 2015 (174 d)
Katherine Marie Jamil	LPL Financial LLC other	Cornerstone Wealth other	Other	Dec 26, 2014	Jan 13, 2015
Joseph Edward Sweeney	Gryphon Capital Management, LLC unclassified	Cornerstone Wealth other	Other	Sep 27, 2014	Oct 3, 2015 (371 d)
Charles Douglas Robinson	Nfp Advisor Services, LLC other	Cornerstone Wealth other	Other	May 7, 2013	May 14, 2013
Jontue Draper Long	The Legacy Group unclassified	Cornerstone Wealth other	Other	Nov 12, 2012	Aug 16, 2013 (277 d)
Edward Massenburg Wood	Nfp Advisor Services, LLC other	Cornerstone Wealth other	Other	Oct 12, 2011	Oct 13, 2011
Jeffrey Alan Carbone	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011
Joshua Mcdaid White	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011
Craig Alan Rubrecht	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011
Andrew Kelsey Smith	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011
Jeremy Warman Grant	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011
Bruce Edgar Putnam	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011
Jonathan Steele Brown	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011
David Frank Rotatori	Securities America Advisors, Inc. other	Cornerstone Wealth other	Other	Jul 20, 2011	Jul 20, 2011

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20 moves match.