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
Joan Kathleen Koss
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Joan Kathleen Fanganello
At current firm
1 y
since Apr 23, 2025
In the industry
22 y
since Jan 28, 2004 (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, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Alphacore Capital LLC independent RIA currentsince Apr 23, 2025 · La Jolla, Ca
- Callan Capital, LLC formerJan 26, 2024 to May 15, 2025 · Denver, Co
- Stordahl Capital Management, Inc. independent RIAOct 28, 2022 to Nov 16, 2023 · Greenwood Village, Co
- Advice And Planning Services BD affiliatedAug 31, 2016 to Oct 26, 2022 · Denver, Co
- Country Trust Bank unclassifiedJan 17, 2005 to Mar 8, 2007 · Englewood, Co
Moves
a registration end followed by a registration begin elsewhere
- Callan Capital, LLC to Alphacore Capital LLCleft May 15, 2025, registered Apr 23, 2025 (-22 days) · RIA to RIA
- Stordahl Capital Management, Inc. to Callan Capital, LLCleft Nov 16, 2023, registered Jan 26, 2024 (71 days) · RIA to RIA
- Advice And Planning Services to Stordahl Capital Management, Inc.left Oct 26, 2022, registered Oct 28, 2022 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Country Trust Bank to Advice And Planning Servicesleft Mar 8, 2007, registered Aug 31, 2016 (3464 days) · Other
Signals
- Joan Kathleen Koss left Callan Capital, Llc for Alphacore Capital Llc (registered 2025-04-23)May 15, 2025 · Advisor changed firm · fact
- Joan Kathleen Koss left Stordahl Capital Management, Inc. for Callan Capital, Llc (registered 2024-01-26)Nov 16, 2023 · Advisor changed firm · fact
- Joan Kathleen Koss left Advice And Planning Services for Stordahl Capital Management, Inc. (registered 2022-10-28)Oct 26, 2022 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address