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
Christopher Allan Cooley
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Jul 8, 2024
In the industry
33 y
since May 7, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Kingswood Wealth Advisors, LLC BD affiliated currentsince Jul 8, 2024 · Franklin, Tn
- Eudaimonia Partners, LLC formerMay 9, 2022 to Apr 2, 2025 · Franklin, Tn
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to May 23, 2022 · Franklin, Tn
- Raymond James Financial Services, Inc. unclassifiedMar 31, 2004 to Jan 2, 2009 · Franklin, Tn
- Voya Financial Advisors, Inc. BD affiliatedMar 7, 2000 to Jun 26, 2003 · Roswell, Ga
Moves
a registration end followed by a registration begin elsewhere
- Eudaimonia Partners, LLC to Kingswood Wealth Advisors, LLCleft Apr 2, 2025, registered Jul 8, 2024 (-268 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Raymond James Financial Services Advisors, Inc to Eudaimonia Partners, LLCleft May 23, 2022, registered May 9, 2022 (-14 days) · Affiliated broker-dealer or bank to independent RIA
- 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
- Voya Financial Advisors, Inc. to Raymond James Financial Services, Inc.left Jun 26, 2003, registered Mar 31, 2004 (279 days) · Other
Signals
- Christopher Allan Cooley left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-08)Apr 2, 2025 · Advisor changed firm · fact
- Christopher Allan Cooley left Raymond James Financial Services Advisors, Inc for Eudaimonia Partners, Llc (registered 2022-05-09)May 23, 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address