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
Bryan R Cogliano
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bryan Robert Cogliano
At current firm
5 y
since May 6, 2021
In the industry
25 y
since Aug 18, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Arkadios Wealth Advisors BD affiliated currentsince May 6, 2021 · Berwyn, Pa
- Osaic Fa, Inc. formerJun 13, 2014 to May 10, 2021 · Berwyn, Pa
- Newsquare Capital, LLC independent RIANov 8, 2010 to Sep 16, 2014 · Newtown Square, Pa
- New England Securities Corporation formerSep 4, 2007 to Jun 18, 2014 · Newtown Square, Pa
Moves
a registration end followed by a registration begin elsewhere
- Osaic Fa, Inc. to Arkadios Wealth Advisorsleft May 10, 2021, registered May 6, 2021 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
- Newsquare Capital, LLC to Osaic Fa, Inc.left Sep 16, 2014, registered Jun 13, 2014 (-95 days) · Other
- New England Securities Corporation to Newsquare Capital, LLCleft Jun 18, 2014, registered Nov 8, 2010 (-1318 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address