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.

Advisor moves

Departures from Coons Advisors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
James William CoonsCoons Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIASep 19, 2025Oct 3, 2025
Robert John HoffmanCoons Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIASep 19, 2025Oct 3, 2025
John Patrick MccorkleCoons Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIASep 19, 2025Oct 3, 2025
Keith Michael BlankemeyerCoons Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIASep 19, 2025Oct 8, 2025
Pikling Martina CheungCoons Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIASep 19, 2025Sep 22, 2025
Frank William SiegelCoons Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIASep 19, 2025Oct 3, 2025
Richard Alan ClemensCoons Advisors otherHawk100 state registeredOtherOct 13, 2009Jan 13, 2009
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7 moves match.