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

James Coon

Ensign Advisory Partners LLCindependent RIAGilbert, AzIA-onlyIAPD 7267498

Feed of 09/14/2026

Also filed as James Dallin Coon

At current firm

2 y

since Mar 12, 2024

In the industry

11 y

since Aug 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ensign Advisory Partners LLC independent RIA current
since Mar 12, 2024 · Gilbert, Az
Pfg Advisors independent RIA
Sep 28, 2023 to Mar 1, 2024 · Mesa, Az
Regents Partners, LLC independent RIA
Nov 10, 2022 to May 8, 2023 · Farmington, Ut
Foresight Wealth Management, LLC former
Aug 26, 2020 to Nov 7, 2022 · Draper, Ut

Moves

a registration end followed by a registration begin elsewhere

Pfg Advisors to Ensign Advisory Partners LLC
left Mar 1, 2024, registered Mar 12, 2024 (11 days) · RIA to RIA
Regents Partners, LLC to Pfg Advisors
left May 8, 2023, registered Sep 28, 2023 (143 days) · RIA to RIA
Foresight Wealth Management, LLC to Regents Partners, LLC
left Nov 7, 2022, registered Nov 10, 2022 (3 days) · RIA to RIA · moved with a team

Signals

James Coon left Pfg Advisors for Ensign Advisory Partners Llc (registered 2024-03-12)
Mar 1, 2024 · Advisor changed firm · fact
James Coon left Regents Partners, Llc for Pfg Advisors (registered 2023-09-28)
May 8, 2023 · Advisor changed firm · fact
James Coon left Foresight Wealth Management, Llc for Regents Partners, Llc (registered 2022-11-10)
Nov 7, 2022 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address