RIA Intelligence

• Cape Investment Advisory, Inc. independent RIA current
  since Jul 14, 2026 · Mcdonough, Ga
• Lincoln Investment independent RIA
  Nov 12, 2025 to Jun 25, 2026 · Lutz, Fl
• Calton & Associates, Inc. independent RIA
  May 11, 2021 to Nov 10, 2023 · Tampa, Fl
• Ameriprise Financial Services, LLC national BD
  Jan 22, 2021 to May 6, 2021 · Ft Lauderdale, Fl
• Oneamerica Securities, Inc. BD affiliated
  Sep 9, 2020 to Jan 25, 2021 · Indianapolis, In
• World Equity Group, Inc. BD affiliated
  Mar 23, 2018 to Oct 23, 2019 · Schaumburg, Il
• LPL Financial LLC BD affiliated
  Jun 9, 2016 to Jun 10, 2016 · Tampa, Fl
• Independent Financial Partners BD affiliated
  Apr 7, 2016 to Mar 1, 2018 · Tampa, Fl
• Vsr Advisory Services former
  Dec 9, 2013 to Dec 31, 2015 · Overland Park, Ks
• Fortitude Advisory Group L.L.C. independent RIA
  Mar 22, 2012 to Dec 5, 2013 · Gig Harbor, Wa
• Voya Financial Advisors, Inc. BD affiliated
  Oct 7, 2003 to Feb 3, 2012 · Des Moines, Ia
• Locust Street Securities, Inc. unclassified
  Jan 2, 2003 to Dec 31, 2003 · Des Moines, Ia

• Lincoln Investment to Cape Investment Advisory, Inc.
  left Jun 25, 2026, registered Jul 14, 2026 (19 days) · RIA to RIA
• Calton & Associates, Inc. to Lincoln Investment
  left Nov 10, 2023, registered Nov 12, 2025 (733 days) · RIA to RIA
• Ameriprise Financial Services, LLC to Calton & Associates, Inc.
  left May 6, 2021, registered May 11, 2021 (5 days) · Affiliated broker-dealer or bank to independent RIA
• Oneamerica Securities, Inc. to Ameriprise Financial Services, LLC
  left Jan 25, 2021, registered Jan 22, 2021 (-3 days) · Affiliated broker-dealer or bank to another
• World Equity Group, Inc. to Oneamerica Securities, Inc.
  left Oct 23, 2019, registered Sep 9, 2020 (322 days) · Affiliated broker-dealer or bank to another
• Independent Financial Partners to LPL Financial LLC
  left Mar 1, 2018, registered Jun 9, 2016 (-630 days) · Other
• LPL Financial LLC to World Equity Group, Inc.
  left Jun 10, 2016, registered Mar 23, 2018 (651 days) · Other
• Vsr Advisory Services to Independent Financial Partners
  left Dec 31, 2015, registered Apr 7, 2016 (98 days) · Other
• Fortitude Advisory Group L.L.C. to Vsr Advisory Services
  left Dec 5, 2013, registered Dec 9, 2013 (4 days) · Other
• Voya Financial Advisors, Inc. to Fortitude Advisory Group L.L.C.
  left Feb 3, 2012, registered Mar 22, 2012 (48 days) · Other
• Locust Street Securities, Inc. to Voya Financial Advisors, Inc.
  left Dec 31, 2003, registered Oct 7, 2003 (-85 days) · Other

• Christopher Alex Cokinis left Lincoln Investment for Cape Investment Advisory, Inc. (registered 2026-07-14)
  Jun 25, 2026 · Advisor changed firm · fact
• Christopher Alex Cokinis left Calton & Associates, Inc. for Lincoln Investment (registered 2025-11-12)
  Nov 10, 2023 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

40derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address