DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COGENTBLUE
KNOXVILLE, TN | Fort Collins, CO | Knoxville, TN
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 |
|---|---|---|---|---|---|---|
| Cogentblue | Independent wealth | May 12, 2026 | n/a | yes | KNOXVILLE, TN|Fort Collins, CO|Knoxville, TN | Current employment |
| ACORN CREEK CAPITAL LLC | Independent wealth | Apr 14, 2023 | May 11, 2026 | no | FORT COLLINS, CO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 1, 2021 | Apr 18, 2023 | no | NEW YORK, NY|FORT COLLINS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACORN CREEK CAPITAL LLC | Cogentblue | May 11, 2026 | May 12, 2026 | 1 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ACORN CREEK CAPITAL LLC | Apr 18, 2023 | Apr 14, 2023 | -4 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:325809:CO:2023-04-18 | Apr 18, 2023 | Apr 14, 2023 | FORT COLLINS, CO | Firm change |