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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• D••••• C••
- Title
- Senior Financial Advisor & Fiduciaryreportedplans2retire.comfirm site, Sep 16, 2026
- Business email
- dan.cox@plans2retire.comreportedplans2retire.comfirm site, Sep 16, 2026
- Direct business phone
- 614-764-2366reportedplans2retire.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/j-daniel-cox-a8883416reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C•• • C••• W••••• A••••••• independent RIA currentsince Jan 5, 2015 · Dublin, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedJul 27, 2009 to Jan 13, 2015 · Dublin, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Jul 16, 2009 · Saint Petersburg, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJan 1, 2000 to Jan 2, 2009 · Dublin, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• to C•• • C••• W••••• A•••••••left Jan 13, 2015, registered Jan 5, 2015 (-8 days) · Other · moved with a team
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jul 16, 2009, registered Jul 27, 2009 (11 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address