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 Legacy Cornerstone Wealth 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
Craig Brimhall NelsonLone Peak Advisers independent RIALegacy Cornerstone Wealth LLC independent RIARIA to RIASep 20, 2022Jul 26, 2022
Marc D LivernoisCuna Brokerage Services, Inc. BD affiliatedLegacy Cornerstone Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 7, 2020Dec 4, 2020
Gregory Allen StapletonMonson Wealth Management, Inc. independent RIALegacy Cornerstone Wealth LLC independent RIARIA to RIAJul 18, 2019Aug 8, 2024 (1848 d)
Matthew J BakerAmeritas Advisory Services BD affiliatedLegacy Cornerstone Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2018May 21, 2018
Lynn Raymond SiewertAdvanced Corporate Planning, LLC unclassifiedLegacy Cornerstone Wealth LLC independent RIAOtherApr 5, 2018Feb 13, 2018
Lori Ann SelbyWaddell & Reed otherLegacy Cornerstone Wealth LLC independent RIAOtherMar 17, 2017Mar 15, 2017
Jeffery Paul LewisBrookstone Wealth Advisors, LLC otherLegacy Cornerstone Wealth LLC independent RIAOtherOct 19, 2015Oct 16, 2015
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7 moves match.