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RIA / WealthAdvisorCertified Financial Planner21 years in industry

JAMES CHRISTOPHER COCHRAN

Advisor at GREENSTONE BELT WEALTH ADVISORS, LLC

CHICAGO, IL

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Search this name across graphsid dfx:ria:6f7ce041-e2cf-a3ca-c78c-ec4f69cdfd36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 8, 2004 to Sep 14, 2026

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

Current firm: GREENSTONE BELT WEALTH ADVISORS, LLC
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: Sep 25, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 25, 2004
First registration: Nov 8, 2004
Dual registered: no
Other names: JIMMY COCHRAN
IAPD individual key: 4813505

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREENSTONE BELT WEALTH ADVISORS, LLC	Independent wealth	Aug 8, 2025	n/a	yes	CHICAGO, IL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 16, 2022	May 2, 2023	no	BLOOMINGDALE, IL	Previous registration
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Feb 16, 2017	Aug 11, 2025	no	CHICAGO, IL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Nov 21, 2013	Feb 6, 2017	no	CHICAGO, IL\|Chicago, IL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Nov 8, 2004	Aug 18, 2005	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IHT WEALTH MANAGEMENT LLC	LPL FINANCIAL LLC	Aug 11, 2025	Nov 16, 2022	-999	Firm change after gap	Ibd to RIA
LPL FINANCIAL LLC	GREENSTONE BELT WEALTH ADVISORS, LLC	May 2, 2023	Aug 8, 2025	829	Firm change after gap	Ibd to new firm
INDEPENDENT FINANCIAL PARTNERS	IHT WEALTH MANAGEMENT LLC	Feb 6, 2017	Feb 16, 2017	10	Firm change	Other
A. G. EDWARDS & SONS, INC.	INDEPENDENT FINANCIAL PARTNERS	Aug 18, 2005	Nov 21, 2013	3,017	Firm change after gap	Other

Relationships

Registered with (5)

→ GREENSTONE BELT WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 8, 2025 to presentfactForm ADV
→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 16, 2017 to Aug 11, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 16, 2022 to May 2, 2023factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Nov 21, 2013 to Feb 6, 2017factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Nov 8, 2004 to Aug 18, 2005factForm ADV

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
James Christopher Cochran left Iht Wealth Management Llc for Lpl Financial Llc (registered 2022-11-16)
Form ADVobserved 4 days ago
Occurred
May 2, 2023
Advisor changed firm
James Christopher Cochran left Lpl Financial Llc for Greenstone Belt Wealth Advisors, Llc (registered 2025-08-08)
Form ADVobserved 4 days ago