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.

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Registered advisor

G••••••• H•••••• C•••••

C••• S••••• P•••••••BD affiliatedLeesburg, Va IA-onlyIAPD 2516273

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Jeb Cogger

At current firm

2 y

since Nov 21, 2023

In the industry

31 y

since Oct 7, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••• S••••• P••••••• BD affiliated current
since Nov 21, 2023 · Leesburg, Va
E•••••• F•••••••• E•••••• independent RIA
Nov 1, 2018 to Feb 24, 2023 · Fairfax, Va
E•••••• F•••••••• S•••••••• L•• former
Feb 3, 2016 to Nov 1, 2018 · Fairfax, Va
S•••••••• A••••••• L•• national BD
Aug 11, 2010 to Jan 27, 2016 · Bethesda, Md

Moves

a registration end followed by a registration begin elsewhere

E•••••• F•••••••• E•••••• to C••• S••••• P•••••••
left Feb 24, 2023, registered Nov 21, 2023 (270 days) · RIA to affiliated broker-dealer or bank
E•••••• F•••••••• S•••••••• L•• to E•••••• F•••••••• E••••••
left Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
S•••••••• A••••••• L•• to E•••••• F•••••••• S•••••••• L••
left Jan 27, 2016, registered Feb 3, 2016 (7 days) · Other

Signals

G••••••• H•••••• C••••• left E•••••• F•••••••• E•••••• for C••• S••••• P••••••• (registered 2023-11-21)
Feb 24, 2023 · 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: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address