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RIA / WealthAdvisor13 years in industry

KEVIN MICHAEL MAYO

Advisor at COGENT PRIVATE WEALTH

ORLANDO, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 16, 2013 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: COGENT PRIVATE WEALTH
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: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 22, 2013
First registration: Sep 16, 2013
Dual registered: no
IAPD individual key: 6224576

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
COGENT PRIVATE WEALTH	Independent wealth	Apr 18, 2025	n/a	yes	ORLANDO, FL	Current employment
CNL EDUCATIONAL INSTITUTE, LLC	No RAUM reported	Jul 31, 2019	Jun 23, 2023	no	ORLANDO, FL	Previous registration
CNL FUND ADVISORS II, LLC	Asset manager	Feb 19, 2016	Jul 25, 2019	no	ORLANDO, FL	Previous registration
CNL FUND ADVISORS COMPANY	Former SEC adviser	Sep 16, 2013	Jul 25, 2019	no	ORLANDO, FL	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
CNL EDUCATIONAL INSTITUTE, LLC	COGENT PRIVATE WEALTH	Jun 23, 2023	Apr 18, 2025	665	Firm change after gap	Other
CNL FUND ADVISORS COMPANY	CNL FUND ADVISORS II, LLC	Jul 25, 2019	Feb 19, 2016	-1,252	Channel change	Other
CNL FUND ADVISORS II, LLC	CNL EDUCATIONAL INSTITUTE, LLC	Jul 25, 2019	Jul 31, 2019	6	Channel change	Other

Relationships

Registered with (4)

→ COGENT PRIVATE WEALTHRegistered adviserregistration: current employment
Apr 18, 2025 to presentfactForm ADV
→ CNL EDUCATIONAL INSTITUTE, LLCRegistered adviserregistration: previous registration
Jul 31, 2019 to Jun 23, 2023factForm ADV
→ CNL FUND ADVISORS COMPANYRegistered adviserregistration: previous registration
Sep 16, 2013 to Jul 25, 2019factForm ADV
→ CNL FUND ADVISORS II, LLCRegistered adviserregistration: previous registration
Feb 19, 2016 to Jul 25, 2019factForm ADV

Dated events

Occurred
Jun 23, 2023
Advisor changed firm
Kevin Michael Mayo left Cnl Educational Institute, Llc for Cogent Private Wealth (registered 2025-04-18)
Form ADVobserved 3 days ago