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 Kohmann Bosshard Financial Services, LLC.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Sean Spangler | Kohmann Bosshard Financial Services, LLC. independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Dec 16, 2025 | Jan 26, 2026 (41 d) |
| Gregory A Mcdermott | Kohmann Bosshard Financial Services, LLC. independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2022 | Jun 7, 2022 (99 d) |
| Alexander Bryan Doll | Kohmann Bosshard Financial Services, LLC. independent RIA | Anfield Wealth Management state registered | RIA to a state-registered adviser | Sep 10, 2021 | Oct 27, 2020 |
| Tyler David Denholm | Kohmann Bosshard Financial Services, LLC. other | Valmark Advisers, Inc. other | Other | Jul 6, 2015 | Oct 20, 2015 (106 d) |
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4 moves match.