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 Planning Group

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
Alexa Sider PaoEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2026Aug 25, 2026 (41 d)
Zane Thomas BelcakZynergy Retirement Planning independent RIACornerstone Planning Group independent RIARIA to RIAJun 3, 2026Aug 14, 2026 (72 d)
Thomas SokiraLPL Financial LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2026Apr 13, 2026
Julianne HertelEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2026Apr 2, 2026
Christopher George KellyMML Investors Services, LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2026Jan 23, 2026
Elias YoungIndependence Financial Planning LLC unclassifiedCornerstone Planning Group independent RIAOtherDec 22, 2025Sep 30, 2025
Ethan Albert KupferEquitable Advisors, LLC national BDCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2025Jul 30, 2026 (233 d)
Irene E StolteEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIASep 8, 2025Sep 2, 2025
Michael Anthony FerraraEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2025Aug 20, 2025
Mark Dean OlsonEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2025Aug 20, 2025
Gina C StormontEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2025Mar 3, 2025
Matthew Jude Di FrancescoHighlift Financial unclassifiedCornerstone Planning Group independent RIAOtherDec 16, 2024Jun 27, 2024
Marlon Alexis HerreraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCornerstone Planning Group independent RIAWirehouse to independent RIAAug 15, 2023Sep 27, 2023 (43 d)
Thomas Marian WoloszynEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2022Sep 22, 2022
David C D'AlberoEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2022Sep 22, 2022
Carmine Brandon CoppolaEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2022Sep 22, 2022
Giro Michael MaddalunaEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2022Jun 21, 2022
Barjes Rainiero AnguloEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 21, 2022May 12, 2025 (1056 d)
Taylor Boone HodgesLatitude Advisors, LLC independent RIACornerstone Planning Group independent RIARIA to RIAApr 29, 2022May 2, 2022
James Andrew AllenAllen Financial Group unclassifiedCornerstone Planning Group independent RIAOtherOct 15, 2021Nov 8, 2021
Scott RatajczakEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2020Jul 20, 2020
Jon Anthony TarnoEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Jul 27, 2020
Anthony Paul DepersioEagle Strategies LLC BD affiliatedCornerstone Planning Group no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 8, 2020Jun 4, 2020
Carmine CorinoEagle Strategies LLC BD affiliatedCornerstone Planning Group no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 13, 2020May 9, 2020
Michael BozzoneEagle Strategies LLC BD affiliatedCornerstone Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2020Jan 2, 2026 (2061 d)
Page 1 of 1
25 moves match.