DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Angela Rene Rehkop
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Angie Rehkop
At current firm
4 y
since Mar 3, 2022
In the industry
32 y
since Apr 22, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Geneos Wealth Management, Inc. BD affiliated currentsince Mar 3, 2022 · Brookhaven, Ga
- Cg Advisory Services independent RIAJul 30, 2018 to Apr 4, 2022 · Atlanta, Ga
- LPL Financial LLC BD affiliatedAug 11, 2011 to Jul 24, 2018 · Atlanta, Ga
- Securities America Advisors, Inc. formerJun 3, 2010 to Aug 9, 2011 · Atlanta, Ga
- Esi Financial Advisors independent RIAMar 8, 2004 to Jun 4, 2010 · Sandy Springs, Ga
- Msi Financial Services, Inc. formerApr 23, 2003 to Feb 2, 2004 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Cg Advisory Services to Geneos Wealth Management, Inc.left Apr 4, 2022, registered Mar 3, 2022 (-32 days) · RIA to affiliated broker-dealer or bank
- LPL Financial LLC to Cg Advisory Servicesleft Jul 24, 2018, registered Jul 30, 2018 (6 days) · RIA to RIA
- Securities America Advisors, Inc. to LPL Financial LLCleft Aug 9, 2011, registered Aug 11, 2011 (2 days) · Other
- Esi Financial Advisors to Securities America Advisors, Inc.left Jun 4, 2010, registered Jun 3, 2010 (-1 days) · Other
- Msi Financial Services, Inc. to Esi Financial Advisorsleft Feb 2, 2004, registered Mar 8, 2004 (35 days) · Other
Signals
- Angela Rene Rehkop left Cg Advisory Services for Geneos Wealth Management, Inc. (registered 2022-03-03)Apr 4, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address