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
Brian Keith Cohoon
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brian Cohoon
At current firm
2 y
since Jan 4, 2024
In the industry
33 y
since Nov 6, 1992 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Castellan independent RIA currentsince Jan 4, 2024 · Louisville, Ky
- Oneamerica Securities, Inc. BD affiliatedAug 9, 2022 to Dec 7, 2023 · Louisville, Ky
- Context Financial LLC state registeredOct 23, 2019 to Aug 6, 2022 · Louisville, Ky
- Inspire Advisors, LLC independent RIAFeb 14, 2019 to Oct 22, 2019 · Louisville, Ky
- Inspire Investing, LLC asset managerAug 9, 2017 to Feb 18, 2019 · Louisville, Ky
- Osaic Fs, Inc. formerApr 22, 2014 to Apr 10, 2015 · Lexington, Ky
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Aug 10, 2012 · Louisville, Ky
- Raymond James Financial Services, Inc. unclassifiedFeb 5, 2008 to Jan 2, 2009 · Louisville, Ky
- G. A. Repple & Company BD affiliatedJun 1, 2005 to May 12, 2006 · Louisville, Ky
Moves
a registration end followed by a registration begin elsewhere
- Oneamerica Securities, Inc. to Castellanleft Dec 7, 2023, registered Jan 4, 2024 (28 days) · Affiliated broker-dealer or bank to independent RIA
- Context Financial LLC to Oneamerica Securities, Inc.left Aug 6, 2022, registered Aug 9, 2022 (3 days) · Other
- Inspire Advisors, LLC to Context Financial LLCleft Oct 22, 2019, registered Oct 23, 2019 (1 days) · Other
- Inspire Investing, LLC to Inspire Advisors, LLCleft Feb 18, 2019, registered Feb 14, 2019 (-4 days) · Other · moved with a team
- Osaic Fs, Inc. to Inspire Investing, LLCleft Apr 10, 2015, registered Aug 9, 2017 (852 days) · Other
- Raymond James Financial Services Advisors, Inc to Osaic Fs, Inc.left Aug 10, 2012, registered Apr 22, 2014 (620 days) · Other
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- G. A. Repple & Company to Raymond James Financial Services, Inc.left May 12, 2006, registered Feb 5, 2008 (634 days) · Other
Signals
- Brian Keith Cohoon left Oneamerica Securities, Inc. for Castellan (registered 2024-01-04)Dec 7, 2023 · Advisor changed firm · fact
- Brian Keith Cohoon left Context Financial Llc for Oneamerica Securities, Inc. (registered 2022-08-09)Aug 6, 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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address