DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

HOLTON & KOSANKE WEALTH MANAGEMENT, LLC

CRD 288963

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53cd043b-9429-c6e0-5adf-41150501ee0d

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2026 to Aug 18, 2026
1 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
CRD: 288963
Filings on the tape: 1
First filed: Aug 18, 2026
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, AZ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
QUINTON HOLTON	Certified Financial Planner\|Chartered Financial Consultant	TUCSON, AZ \| KENSINGTON, MD	9	29	2	no
PETER GILBERT KOSANKE	Certified Financial Planner	TUCSON, AZ	9	23	2	no
Isaac Anthony Holton	n/a	Kensington, MD \| TUCSON, AZ	0	10	n/a	no

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEXT FINANCIAL GROUP, INC.	2	Aug 2, 2017	Aug 22, 2017	TUCSON, AZ	Team lift out	Other	0.6%

Relationships

Registered with (3)

← Isaac Anthony HoltonAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← QUINTON HOLTONAdvisorregistration: current employment
Aug 22, 2017 to presentfactForm ADV
← PETER GILBERT KOSANKEAdvisorregistration: current employment
Aug 22, 2017 to presentfactForm ADV

Moved with (1)

← NEXT FINANCIAL GROUP, INC.Registered adviser2 advisors, team lift out, same day
Aug 2, 2017 to Aug 22, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53cd043b-9429-c6e0-5adf-41150501ee0d
First observed: Aug 18, 2026
Last observed: Aug 18, 2026 34 days ago
Source families: Federal regulator filings
3 registered feeds 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.

HOLTON & KOSANKE WEALTH MANAGEMENT, LLC

CRD 288963

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53cd043b-9429-c6e0-5adf-41150501ee0d

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

QUINTON HOLTON

Certified Financial Planner|Chartered Financial Consultant

TUCSON, AZ | KENSINGTON, MD

PETER GILBERT KOSANKE

Certified Financial Planner

TUCSON, AZ

Isaac Anthony Holton

n/a

Kensington, MD | TUCSON, AZ

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEXT FINANCIAL GROUP, INC.

Aug 2, 2017

Aug 22, 2017

TUCSON, AZ

Team lift out

Other

0.6%