This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COGENTBLUE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 14, 2021

First registration

Nov 13, 2018

Dual registered

no

Other names

JACQUELINE KABEL

IAPD individual key

6831858

• Occurred

  Jan 28, 2026
  Advisor changed firm

  Jacqueline Kelly Kabel left Acorn Creek Capital Llc for Cogentblue (registered 2026-02-10)

  Form ADVobserved 5 days ago
• Occurred

  Apr 18, 2023
  Advisor changed firm

  Jacqueline Kelly Kabel left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Acorn Creek Capital Llc (registered 2024-04-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0632d1bf-3dda-28ef-494b-819181d4c6ae

First observed

Nov 13, 2018

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.