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RIA / WealthAdvisor16 years in industry

Robert Paul Amundson

Advisor at COHO ADVISORY SERVICES, LLC

ANCHORAGE, AK

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Search this name across graphsid dfx:ria:88ebbd67-eb57-9d72-aba6-159fc57d3c9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 4, 2016 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: COHO ADVISORY SERVICES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 30, 2016
First registration: Aug 4, 2016
Dual registered: no
Other names: Robert Paul Amundson|Robert p Amundson|Robert Amundson
IAPD individual key: 6635377

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
COHO ADVISORY SERVICES, LLC	State registered	Jun 9, 2026	n/a	yes	ANCHORAGE, AK	Current employment
COHO ADVISORY SERVICES, LLC	State registered	Aug 16, 2024	Jul 15, 2025	no	ANCHORAGE, AK	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jan 19, 2021	Jan 18, 2022	no	Anchorage, AK	Previous registration
EDWARD JONES	National bd RIA	Jul 24, 2017	Jan 20, 2021	no	ANCHORAGE, AK\|CHUGIAK, AK\|Anchorage, AK\|ST LOUIS, MO	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Apr 13, 2017	Jun 19, 2017	no	Anchorage, AK\|FORT WORTH, TX	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Aug 4, 2016	Aug 31, 2016	no	FORT WORTH, TX\|Anchorage, AK	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
AVANTAX ADVISORY SERVICES	COHO ADVISORY SERVICES, LLC	Jan 18, 2022	Aug 16, 2024	941	Firm change after gap	Ibd to state RIA
EDWARD JONES	AVANTAX ADVISORY SERVICES	Jan 20, 2021	Jan 19, 2021	-1	Firm change	Ibd to ibd
FIRST COMMAND ADVISORY SERVICES	EDWARD JONES	Jun 19, 2017	Jul 24, 2017	35	Firm change	Other

Relationships

Registered with (4)

→ COHO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 16, 2024 to Jul 15, 2025factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 19, 2021 to Jan 18, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 24, 2017 to Jan 20, 2021factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 13, 2017 to Jun 19, 2017factForm ADV

Dated events

Occurred
Jan 18, 2022
Advisor changed firm
Robert Paul Amundson left Avantax Advisory Services for Coho Advisory Services, Llc (registered 2024-08-16)
Form ADVobserved 5 days ago