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
Deborah Lynn Koch
Feed of 09/14/2026
Also filed as Debie Schab
At current firm
1 y
since Nov 8, 2024
In the industry
27 y
since Nov 27, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Advisory Services, LLC BD affiliated currentsince Nov 8, 2024 · Omaha, Ne
- Arbor Point Advisors formerApr 15, 2015 to Nov 8, 2024 · Omaha, Ne
- Orion Portfolio Solutions, LLC BD affiliatedOct 17, 2013 to Mar 27, 2015 · Omaha, Ne
- Manarin Investment Counsel Ltd formerMar 31, 2004 to Sep 6, 2013 · Omaha, Ne
- Transamerica Financial Advisors, LLC BD affiliatedNov 8, 1999 to Mar 16, 2004 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Arbor Point Advisors to Osaic Advisory Services, LLCleft Nov 8, 2024, registered Nov 8, 2024 (0 days) · corporate re-registration, not a move
- Orion Portfolio Solutions, LLC to Arbor Point Advisorsleft Mar 27, 2015, registered Apr 15, 2015 (19 days) · Other
- Manarin Investment Counsel Ltd to Orion Portfolio Solutions, LLCleft Sep 6, 2013, registered Oct 17, 2013 (41 days) · Other
- Transamerica Financial Advisors, LLC to Manarin Investment Counsel Ltdleft Mar 16, 2004, registered Mar 31, 2004 (15 days) · Other
Signals
No dated event on this person.
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address