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 Cornermen Financial, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Logan Ray Robinson | Equitable Advisors, LLC national BD | Cornermen Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2026 | Jan 16, 2026 |
| Benjamin Ethan Clark | Equitable Advisors, LLC national BD | Cornermen Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2023 | Oct 9, 2023 |
| Howard Jay Rappaport | Sequent Planning, LLC independent RIA | Cornermen Financial, LLC no RAUM | RIA to a newly registered adviser | Jan 9, 2023 | Sep 23, 2022 |
| Logan William Dietel | Sequent Planning, LLC independent RIA | Cornermen Financial, LLC no RAUM | RIA to a newly registered adviser | Jan 9, 2023 | Sep 19, 2022 |
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4 moves match.