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
Zachary Keith Cowdell
Feed of 09/15/2026
At current firm
1 y
since Oct 24, 2024
In the industry
14 y
since May 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Ausdal Financial Partners, Inc. independent RIA currentsince Oct 24, 2024 · St. George, Ut
- Intervest International, Inc. formerSep 30, 2024 to Nov 15, 2024 · St George, Ut
- Cowdell Investments, LLC state registeredAug 9, 2023 to Oct 2, 2024 · St. George, Ut
Moves
a registration end followed by a registration begin elsewhere
- Intervest International, Inc. to Ausdal Financial Partners, Inc.left Nov 15, 2024, registered Oct 24, 2024 (-22 days) · RIA to RIA · moved with a team
- Cowdell Investments, LLC to Intervest International, Inc.left Oct 2, 2024, registered Sep 30, 2024 (-2 days) · Other
Signals
- Zachary Keith Cowdell left Intervest International, Inc. for Ausdal Financial Partners, Inc. (registered 2024-10-24)Nov 15, 2024 · Advisor changed firm · fact
- Zachary Keith Cowdell left Cowdell Investments, Llc for Intervest International, Inc. (registered 2024-09-30)Oct 2, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address