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 |
|---|---|---|---|---|---|
| Melissa Marie Paione | LPL Financial LLC BD affiliated | Cornerstone Wealth Planning state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 12, 2024 | Nov 18, 2024 |
| Jon-Wesley Austin Davis | Lake Street Advisors, LLC other | Cornerstone Wealth Planning state registered | Other | Jan 12, 2015 | Jan 17, 2020 (1831 d) |
| Melinda Frost Davis | Cetera Investment Services LLC other | Cornerstone Wealth Planning state registered | Other | Aug 28, 2008 | Jan 17, 2020 (4159 d) |
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3 moves match.