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

Jason Dodzik

Cobblestone Asset Managementindependent RIARichmond, Vadual registrantIAPD 4512063

Feed of 09/14/2026

At current firm

1 y

since Feb 18, 2025

In the industry

24 y

since Mar 26, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cobblestone Asset Management independent RIA current
since Feb 18, 2025 · Richmond, Va
Gallagher Fiduciary Advisors, LLC institutional
Jul 13, 2023 to Feb 19, 2025 · Richmond, Va
F3logic, LLC former
Oct 1, 2018 to May 19, 2023 · Virginia Beach, Va
Financial Counselors Of Virginia, Inc. unclassified
Sep 3, 2013 to Oct 1, 2018 · Portsmouth, Va
Next Financial Group, Inc. former
Sep 2, 2011 to Sep 3, 2013 · Virginia Beach, Va
Securities America Advisors, Inc. former
Jan 23, 2009 to Sep 21, 2011 · Lavista, Ne
Brecek & Young Advisors, Inc. former
Nov 3, 2006 to Jan 23, 2009 · Virginia Beach, Va
Next Financial Group, Inc. former
Apr 28, 2004 to Apr 4, 2006 · Virginia Beach, Va

Moves

a registration end followed by a registration begin elsewhere

Gallagher Fiduciary Advisors, LLC to Cobblestone Asset Management
left Feb 19, 2025, registered Feb 18, 2025 (-1 days) · Other
F3logic, LLC to Gallagher Fiduciary Advisors, LLC
left May 19, 2023, registered Jul 13, 2023 (55 days) · Other · moved with a team
Financial Counselors Of Virginia, Inc. to F3logic, LLC
left Oct 1, 2018, registered Oct 1, 2018 (0 days) · Other
Next Financial Group, Inc. to Financial Counselors Of Virginia, Inc.
left Sep 3, 2013, registered Sep 3, 2013 (0 days) · Other
Securities America Advisors, Inc. to Next Financial Group, Inc.
left Sep 21, 2011, registered Sep 2, 2011 (-19 days) · Other
Brecek & Young Advisors, Inc. to Securities America Advisors, Inc.
left Jan 23, 2009, registered Jan 23, 2009 (0 days) · corporate re-registration, not a move
Next Financial Group, Inc. to Brecek & Young Advisors, Inc.
left Apr 4, 2006, registered Nov 3, 2006 (213 days) · Other

Signals

Jason Dodzik left Gallagher Fiduciary Advisors, Llc for Cobblestone Asset Management (registered 2025-02-18)
Feb 19, 2025 · Advisor changed firm · fact
Jason Dodzik left F3Logic, Llc for Gallagher Fiduciary Advisors, Llc (registered 2023-07-13)
May 19, 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address