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

Alexa Koziol

Focus Advisor Solutions, LLCindependent RIASt. Louis, MoIA-onlyIAPD 6535400

Feed of 09/14/2026

Also filed as Alexa Glenn Koziol

At current firm

0 y

since Jun 14, 2026

In the industry

10 y

since Sep 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Focus Advisor Solutions, LLC independent RIA current
since Jun 14, 2026 · St. Louis, Mo
Correct Capital Wealth Management, LLC independent RIA
Dec 16, 2025 to May 19, 2026 · Clayton, Mo
Clayton Financial Group, LLC independent RIA
Jun 16, 2025 to Aug 8, 2025 · St. Louis, Mo
Windham Capital Management, LLC former
Jul 14, 2023 to Mar 13, 2024 · Cambridge, Ma
Morningstar Investment Services LLC former
Oct 17, 2022 to Jan 17, 2023 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Correct Capital Wealth Management, LLC to Focus Advisor Solutions, LLC
left May 19, 2026, registered Jun 14, 2026 (26 days) · RIA to RIA
Clayton Financial Group, LLC to Correct Capital Wealth Management, LLC
left Aug 8, 2025, registered Dec 16, 2025 (130 days) · RIA to RIA
Windham Capital Management, LLC to Clayton Financial Group, LLC
left Mar 13, 2024, registered Jun 16, 2025 (460 days) · RIA to RIA
Morningstar Investment Services LLC to Windham Capital Management, LLC
left Jan 17, 2023, registered Jul 14, 2023 (178 days) · RIA to RIA

Signals

Alexa Koziol left Correct Capital Wealth Management, Llc for Focus Advisor Solutions, Llc (registered 2026-06-14)
May 19, 2026 · Advisor changed firm · fact
Alexa Koziol left Clayton Financial Group, Llc for Correct Capital Wealth Management, Llc (registered 2025-12-16)
Aug 8, 2025 · Advisor changed firm · fact
Alexa Koziol left Windham Capital Management, Llc for Clayton Financial Group, Llc (registered 2025-06-16)
Mar 13, 2024 · Advisor changed firm · fact
Alexa Koziol left Morningstar Investment Services Llc for Windham Capital Management, Llc (registered 2023-07-14)
Jan 17, 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address