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 Strategies, Inc.

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
Tyler Roy ScottFidelity Personal And Workplace Advisors BD affiliatedCornerstone Wealth Strategies, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 22, 2022Feb 16, 2022
Emily Rebekah MaldonadoThrivent Advisor Network, LLC BD affiliatedCornerstone Wealth Strategies, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2022Mar 14, 2022 (63 d)
Cameron Mark BurchWaddell & Reed BD affiliatedCornerstone Wealth Strategies, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2020Oct 29, 2020
Joel David OckeyWaddell & Reed BD affiliatedCornerstone Wealth Strategies, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2020Jul 1, 2020 (55 d)
Matthew Henry RiesenweberFinancial Advocates Investment Management independent RIACornerstone Wealth Strategies, Inc. independent RIARIA to RIADec 18, 2018Oct 30, 2018
Matthew David WiserFinancial Advocates Investment Management independent RIACornerstone Wealth Strategies, Inc. independent RIARIA to RIADec 18, 2018Oct 30, 2018
Kathryn Alyssa MulhausenFinancial Advocates Investment Management independent RIACornerstone Wealth Strategies, Inc. independent RIARIA to RIADec 18, 2018Oct 30, 2018
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7 moves match.