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
Courtney Allison Coombs
Feed of 09/14/2026
Also filed as Courtney Allison Willinger
At current firm
0 y
since Aug 11, 2026
In the industry
20 y
since Jan 1, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- MML Investors Services, LLC BD affiliated currentsince Aug 11, 2026 · Glen Allen, Va
- Esi Financial Advisors independent RIAJan 9, 2026 to Aug 3, 2026 · Roanoke, Va
- Edward Jones national BDApr 25, 2025 to Dec 26, 2025 · Chesterfield, Va
- Ameriprise Financial Services, LLC national BDMay 11, 2012 to Apr 14, 2025 · Minneapolis, Mn
- Ameriprise Financial Services, LLC national BDApr 7, 2006 to Jan 27, 2012 · Fairfax, Va
Moves
a registration end followed by a registration begin elsewhere
- Esi Financial Advisors to MML Investors Services, LLCleft Aug 3, 2026, registered Aug 11, 2026 (8 days) · RIA to affiliated broker-dealer or bank
- Edward Jones to Esi Financial Advisorsleft Dec 26, 2025, registered Jan 9, 2026 (14 days) · Affiliated broker-dealer or bank to independent RIA
- Ameriprise Financial Services, LLC to Edward Jonesleft Apr 14, 2025, registered Apr 25, 2025 (11 days) · Affiliated broker-dealer or bank to another
Signals
- Courtney Allison Coombs left Esi Financial Advisors for Mml Investors Services, Llc (registered 2026-08-11)Aug 3, 2026 · Advisor changed firm · fact
- Courtney Allison Coombs left Edward Jones for Esi Financial Advisors (registered 2026-01-09)Dec 26, 2025 · Advisor changed firm · fact
- Courtney Allison Coombs left Ameriprise Financial Services, Llc for Edward Jones (registered 2025-04-25)Apr 14, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address