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.

AdvisorFromToTypeLeftRegistered
Patrick Hawkins49 Financial independent RIACornerstone Wealth independent RIARIA to RIAMay 27, 2026Jul 19, 2026 (53 d)
Whitney Anne PappasDomain Money Advisors, LLC no RAUMCornerstone Wealth independent RIAOtherFeb 5, 2026Nov 16, 2025
Gabrielle Elizabeth CafaloneOsaic Wealth, Inc. BD affiliatedCornerstone Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2024Jun 30, 2024
Jared R McdanielRBC Rochdale, LLC BD affiliatedCornerstone Wealth independent RIAAffiliated broker-dealer or bank to independent RIAMar 28, 2024Apr 8, 2024
Wallace Edward SuttonSutton Wealth Advisors, Inc. independent RIACornerstone Wealth independent RIARIA to RIAJan 30, 2024Jan 12, 2024
Zachary Edward SuttonSutton Wealth Advisors, Inc. independent RIACornerstone Wealth independent RIARIA to RIAJan 30, 2024Jan 17, 2024
Matthew Alan MoyzisGratus Capital, LLC independent RIACornerstone Wealth independent RIARIA to RIAJan 25, 2023Mar 9, 2023 (43 d)
Cameron Franklin MearesUBS Financial Services Inc. wirehouseCornerstone Wealth independent RIAWirehouse to independent RIAMar 25, 2022Apr 7, 2022
Rodney Thomas WendtIndependent Financial Group, LLC BD affiliatedCornerstone Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 25, 2022Jan 9, 2026 (1445 d)
Richard Gordon FallonWells Fargo Advisors wirehouseCornerstone Wealth independent RIAWirehouse to independent RIAApr 12, 2021Apr 20, 2021
Clifford Padgett HodgeFintrust Investment Advisory Services, LLC otherCornerstone Wealth independent RIAOtherMar 29, 2018Apr 24, 2018
Rachel Lee PosnerSignature Intelligent Portfolios, LLC independent RIACornerstone Wealth independent RIARIA to RIAFeb 23, 2018Feb 27, 2018
John Daniel ThackerLPL Financial LLC otherCornerstone Wealth no RAUMOtherFeb 3, 2016Jan 5, 2018 (702 d)
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13 moves match.