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
Andrew David Cohn
Feed of 09/14/2026
Also filed as Andrew D Cohn
At current firm
0 y
since Jan 4, 2026
In the industry
16 y
since Jan 1, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Focus Partners Wealth, LLC independent RIA currentsince Jan 4, 2026 · Deerfield, Il
- Northcoast Asset Management LLC independent RIAMay 3, 2024 to Dec 31, 2024 · Deerfield, Il
- Northcoast Asset Management LLC independent RIAMay 3, 2024 to Mar 20, 2026 · Deerfield, Il
- Strategic Wealth Partners formerJul 26, 2019 to May 6, 2024 · Deerfield, Il
- Kestra Advisory Services, LLC BD affiliatedApr 21, 2016 to Aug 2, 2019 · Bannockburn, Il
- Nfp Advisor Services, LLC formerJun 29, 2015 to Sep 22, 2016 · Highland Park, Il
Moves
a registration end followed by a registration begin elsewhere
- Northcoast Asset Management LLC to Focus Partners Wealth, LLCleft Mar 20, 2026, registered Jan 4, 2026 (-75 days) · corporate re-registration, not a move
- Strategic Wealth Partners to Northcoast Asset Management LLCleft May 6, 2024, registered May 3, 2024 (-3 days) · RIA to RIA · moved with a team
- Kestra Advisory Services, LLC to Strategic Wealth Partnersleft Aug 2, 2019, registered Jul 26, 2019 (-7 days) · Affiliated broker-dealer or bank to independent RIA
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 21, 2016 (-154 days) · corporate re-registration, not a move
Signals
- Andrew David Cohn left Strategic Wealth Partners for Northcoast Asset Management Llc (registered 2024-05-03)May 6, 2024 · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address