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Advisor at COHO ADVISORY SERVICES, LLC
ANCHORAGE, AK
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 2, 2023 | n/a | yes | ANCHORAGE, AK | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Feb 28, 2023 | Jun 27, 2023 | no | Anchorage, AK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | COHO ADVISORY SERVICES, LLC | Jun 27, 2023 | Aug 2, 2023 | 36 | Firm change | Ibd to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 317245:325710:AK:2023-06-27 | Jun 27, 2023 | Aug 2, 2023 | ANCHORAGE, AK | Firm change |