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 Management, LLC

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
Brian Matthew PadrickLPL Financial LLC BD affiliatedCornerstone Wealth Management, LLC no RAUMOtherMar 12, 2025Aug 20, 2012
Roger Henry WeismillerWells Fargo Advisors wirehouseCornerstone Wealth Management, LLC independent RIAWirehouse to independent RIAJan 14, 2025Mar 11, 2025 (56 d)
Cade RoqueMutual Of Omaha Investor Services, Inc. independent RIACornerstone Wealth Management, LLC independent RIARIA to RIAJul 24, 2024Oct 31, 2024 (99 d)
Jeffrey Brian EdwardsEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 28, 2024Mar 26, 2024
Andrew Steven KowalMoneta Group Investment Advisors, LLC independent RIACornerstone Wealth Management, LLC independent RIARIA to RIAApr 25, 2023Nov 29, 2023 (218 d)
Luke Alan GlasscockEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2022Nov 8, 2022 (36 d)
David Brian GeschkeEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2022Sep 14, 2022 (70 d)
Sarah Emily HarrisAvantax Advisory Services BD affiliatedCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2022Jan 14, 2022
Julie Marie BriarEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2021Feb 24, 2022 (83 d)
Laura Patterson StricklerRaymond James Financial Services Advisors, Inc BD affiliatedCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2021Jul 14, 2023 (644 d)
Chad Jeremy KlassenEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 21, 2021May 19, 2021
Regina Erin CrookFiduciary Advisors, Inc. otherCornerstone Wealth Management, LLC independent RIAOtherAug 21, 2019Aug 4, 2021 (714 d)
Elizabeth Bennett WelcherAmeriprise Financial Services, LLC national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 20, 2019Nov 17, 2022 (1185 d)
Bruce William ClemensFredric E. Russell Investment Management Co. independent RIACornerstone Wealth Management, LLC independent RIARIA to RIAMay 21, 2019Apr 16, 2019
Randall Alan FisherIndependent Financial Partners BD affiliatedCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019Mar 22, 2019
Gabriel SilvaIndependent Financial Partners BD affiliatedCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2019Jan 25, 2019
Jordan FaerberRubinbrown Advisors LLC independent RIACornerstone Wealth Management, LLC independent RIARIA to RIADec 19, 2018Oct 14, 2020 (665 d)
Thomas Casey LoperEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2018Dec 6, 2018
Jason Wesley BensonInvestment Centers Of America, Inc. otherCornerstone Wealth Management, LLC independent RIAOtherNov 29, 2017Oct 8, 2025 (2870 d)
Benjamin Carlton CauthornEdward Jones national BDCornerstone Wealth Management, LLC otherOtherNov 14, 2017Nov 14, 2017
Lisa Renee KopisEdward Jones national BDCornerstone Wealth Management, LLC otherOtherNov 9, 2017Nov 8, 2017
David Michael PhippsStifel, Nicolaus & Company, Incorporated national BDCornerstone Wealth Management, LLC otherOtherOct 12, 2017Oct 4, 2017
Simon Paul PockrusEdward Jones national BDCornerstone Wealth Management, LLC otherOtherSep 1, 2017Sep 5, 2017
Daniel A OschmannEdward Jones national BDCornerstone Wealth Management, LLC otherOtherJun 26, 2017Jun 27, 2017
John Russell Fletcher GoreEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 26, 2017Feb 16, 2018 (266 d)
Kevin Warren YingstEdward Jones national BDCornerstone Wealth Management, LLC otherOtherMar 10, 2017Mar 21, 2017
William Sam KallaosRfg Advisory, LLC otherCornerstone Wealth Management, LLC otherOtherFeb 9, 2017Mar 1, 2017
Jason Tyrone StanfieldWaddell & Reed otherCornerstone Wealth Management, LLC otherOtherJan 9, 2017Jan 9, 2017
David Charles La RueEdward Jones national BDCornerstone Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2016Jun 3, 2021 (1668 d)
Curtis Randall GreenEdward Jones national BDCornerstone Wealth Management, LLC otherOtherNov 1, 2016Nov 1, 2016
Taysha Colvin PattersonEdward Jones national BDCornerstone Wealth Management, LLC otherOtherOct 12, 2016Oct 12, 2016
Benjamin Gregory TobenEdward Jones national BDCornerstone Wealth Management, LLC otherOtherAug 23, 2016Sep 1, 2016
John Henry WehmerEdward Jones national BDCornerstone Wealth Management, LLC otherOtherAug 12, 2016Aug 18, 2016
Calvin Amandus NeemanEdward Jones national BDCornerstone Wealth Management, LLC otherOtherApr 19, 2016Apr 18, 2016
Nathan Paul MorseEdward Jones national BDCornerstone Wealth Management, LLC otherOtherDec 1, 2015Dec 8, 2015
James Michael HillLPL Financial LLC otherCornerstone Wealth Management, LLC independent RIAOtherOct 20, 2015Mar 22, 2019 (1249 d)
Marshall Rockton RainsEdward Jones national BDCornerstone Wealth Management, LLC otherOtherAug 18, 2015Sep 16, 2015
Vondal Radean DavidsonEdward Jones national BDCornerstone Wealth Management, LLC otherOtherJun 16, 2015Aug 7, 2015 (52 d)
Charles Richard EllerU.S. Bancorp Investments, Inc. otherCornerstone Wealth Management, LLC otherOtherMay 5, 2015May 7, 2015
Carlisle Hopewood MottAdvisor Resource Council otherCornerstone Wealth Management, LLC otherOtherApr 10, 2015Mar 19, 2015
Mark Christopher DeprosperoZacks Investment Management, Inc. otherCornerstone Wealth Management, LLC otherOtherApr 2, 2015Nov 18, 2014
Jeffery Sante JachuraEdward Jones national BDCornerstone Wealth Management, LLC otherOtherApr 1, 2015Apr 2, 2015
Patrick Joseph DoyleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCornerstone Wealth Management, LLC otherOtherJan 9, 2015Jan 22, 2015
Christopher Scott AndersonEdward Jones national BDCornerstone Wealth Management, LLC otherOtherOct 28, 2014Nov 7, 2014
Robert John DussiEdward Jones national BDCornerstone Wealth Management, LLC otherOtherOct 17, 2014Oct 27, 2014
Michael B. EtheridgeRaymond James & Associates, Inc. national BDCornerstone Wealth Management, LLC otherOtherOct 8, 2014Oct 20, 2014
Jeremiah Raphael RodriguezAmeriprise Financial Services, LLC national BDCornerstone Wealth Management, LLC otherOtherAug 20, 2014Sep 4, 2014
Frederick SaavedraEdward Jones national BDCornerstone Wealth Management, LLC otherOtherMay 20, 2014May 29, 2014
David Michael FosterEdward Jones national BDCornerstone Wealth Management, LLC otherOtherApr 24, 2014May 7, 2014
Christopher Jon SwensonEdward Jones national BDCornerstone Wealth Management, LLC otherOtherJul 30, 2013Aug 5, 2013
Robert Hon-Lung LoEdward Jones national BDCornerstone Wealth Management, LLC otherOtherJul 17, 2013Jul 19, 2013
John Russell PerryAmeriprise Financial Services, LLC national BDCornerstone Wealth Management, LLC otherOtherMay 9, 2013May 9, 2013
Roscoe Paul ZeiglerLPL Financial LLC otherCornerstone Wealth Management, LLC otherOtherMay 2, 2013Jan 22, 2013
Joshua Michael RyanEdward Jones national BDCornerstone Wealth Management, LLC otherOtherApr 4, 2013Apr 5, 2013
Keith Arvid WicklundEdward Jones national BDCornerstone Wealth Management, LLC otherOtherApr 3, 2013Apr 5, 2013
Ronald Linwood BellEdward Jones national BDCornerstone Wealth Management, LLC otherOtherMar 27, 2013Mar 27, 2013
Marvin L. MitchellLPL Financial LLC otherCornerstone Wealth Management, LLC no RAUMOtherMar 27, 2013Aug 27, 2012
Brian Denver DixonVoya Financial Advisors, Inc. otherCornerstone Wealth Management, LLC otherOtherDec 21, 2012Jan 24, 2013 (34 d)
Christopher Roy ClaytonEdward Jones national BDCornerstone Wealth Management, LLC otherOtherDec 17, 2012Jan 7, 2013
Erik Eugene ThompsonEdward Jones national BDCornerstone Wealth Management, LLC otherOtherDec 17, 2012Jan 3, 2013
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77 moves match.