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

Richard Cooke

Abundo Wealthno RAUMHouston, Tx IA-onlyIAPD 6401162

Certified Financial Planner

Feed of 09/15/2026

Also filed as Riki Cooke

At current firm

0 y

since Jan 5, 2026

In the industry

12 y

since Feb 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Abundo Wealth no RAUM current
since Jan 5, 2026 · Fishers, In
Abundo Wealth no RAUM
Apr 30, 2024 to Dec 31, 2025 · Houston, Tx
2point0 Financial unclassified
Nov 22, 2021 to Sep 11, 2024 · Fishers, In
Vincere Wealth Management, LLC former
Aug 16, 2021 to Dec 2, 2021 · Indianapolis, In
Edward Jones national BD
Apr 7, 2020 to Jul 23, 2021 · Indianapolis, In
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Apr 4, 2019 · Boston, Ma
Strategic Advisers LLC national BD
Aug 13, 2015 to Jul 13, 2018 · Covington, Ky

Moves

a registration end followed by a registration begin elsewhere

2point0 Financial to Abundo Wealth
left Sep 11, 2024, registered Apr 30, 2024 (-134 days) · Other
Vincere Wealth Management, LLC to 2point0 Financial
left Dec 2, 2021, registered Nov 22, 2021 (-10 days) · Other
Edward Jones to Vincere Wealth Management, LLC
left Jul 23, 2021, registered Aug 16, 2021 (24 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Edward Jones
left Apr 4, 2019, registered Apr 7, 2020 (369 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Richard Cooke left 2Point0 Financial for Abundo Wealth (registered 2024-04-30)
Sep 11, 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: No RAUM reportedderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address