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
Christopher Jason Cowan
Feed of 09/14/2026
Also filed as Christopher Jason Cowan
At current firm
2 y
since Dec 5, 2023
In the industry
24 y
since Jul 10, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sollinda Capital Management LLC mixed wealth currentsince Dec 5, 2023 · Savannah, Ga
- Capital Investment Advisory Services, LLC BD affiliatedSep 27, 2016 to Nov 2, 2023 · Savannah, Ga
- Investors Capital Advisory formerFeb 7, 2008 to Sep 14, 2016 · Lynnfield, Ma
Moves
a registration end followed by a registration begin elsewhere
- Capital Investment Advisory Services, LLC to Sollinda Capital Management LLCleft Nov 2, 2023, registered Dec 5, 2023 (33 days) · Other · moved with a team
- Investors Capital Advisory to Capital Investment Advisory Services, LLCleft Sep 14, 2016, registered Sep 27, 2016 (13 days) · Other · moved with a team
Signals
- Christopher Jason Cowan left Capital Investment Advisory Services, Llc for Sollinda Capital Management Llc (registered 2023-12-05)Nov 2, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address