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 Planning
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 |
|---|---|---|---|---|---|
| Joseph Matthew Mcfaddin | Advice And Planning Services BD affiliated | Cornerstone Wealth Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2026 | Apr 9, 2026 |
| Esther Laurie Bodman | Ronald Blue & Co., LLC other | Cornerstone Wealth Planning independent RIA | Other | Jun 3, 2013 | Apr 10, 2018 (1772 d) |
| Christopher William Knight | Ronald Blue & Co., LLC other | Cornerstone Wealth Planning independent RIA | Other | Feb 8, 2013 | Apr 5, 2013 (56 d) |
| Sidney Bert King | Ocean Advisors, LLC state registered | Cornerstone Wealth Planning independent RIA | Other | Dec 5, 2007 | Nov 1, 2023 (5810 d) |
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4 moves match.