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Advisor at COHO ADVISORY SERVICES, LLC
ANCHORAGE, AK | Saint Louis, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COHO ADVISORY SERVICES, LLC | State registered | Aug 4, 2026 | n/a | yes | ANCHORAGE, AK|Saint Louis, MO | Current employment |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Dec 13, 2022 | Jun 25, 2026 | no | ST LOUIS, MO|Springfield, MO|Saint Louis, MO | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 29, 2008 | May 6, 2019 | no | CREVE COEUR, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | COHO ADVISORY SERVICES, LLC | Jun 25, 2026 | Aug 4, 2026 | 40 | Firm change | RIA to state RIA |
| EQUITABLE ADVISORS, LLC | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | May 6, 2019 | Dec 13, 2022 | 1,317 | Firm change after gap | Ibd to RIA |