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.
Feed of 09/14/2026
Also filed as Izzy Loughlin
At current firm
0 y
since Oct 29, 2025
In the industry
10 y
since Sep 1, 2016 (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
- Captrust institutional currentsince Oct 29, 2025 · Rochester, Ny
- Cobblestone Capital Advisors, LLC formerJan 30, 2024 to Dec 31, 2025 · Rochester, Ny
- Courier Capital, LLC independent RIAJun 13, 2023 to Jan 25, 2024 · Rochester, Ny
- Hnp Capital LLC formerNov 14, 2019 to May 9, 2023 · Rochester, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 26, 2019 to Nov 11, 2019 · Pittsford, Ny
Moves
a registration end followed by a registration begin elsewhere
- Cobblestone Capital Advisors, LLC to Captrustleft Dec 31, 2025, registered Oct 29, 2025 (-63 days) · Other · moved with a team
- Courier Capital, LLC to Cobblestone Capital Advisors, LLCleft Jan 25, 2024, registered Jan 30, 2024 (5 days) · RIA to RIA
- Hnp Capital LLC to Courier Capital, LLCleft May 9, 2023, registered Jun 13, 2023 (35 days) · RIA to RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Hnp Capital LLCleft Nov 11, 2019, registered Nov 14, 2019 (3 days) · Wirehouse to independent RIA
Signals
- Isabella Francis Loughlin left Cobblestone Capital Advisors, Llc for Captrust (registered 2025-10-29)Dec 31, 2025 · Advisor changed firm · fact
- Isabella Francis Loughlin left Courier Capital, Llc for Cobblestone Capital Advisors, Llc (registered 2024-01-30)Jan 25, 2024 · Advisor changed firm · fact
- Isabella Francis Loughlin left Hnp Capital Llc for Courier Capital, Llc (registered 2023-06-13)May 9, 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
- Institutional managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address