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 Cogent Strategic Wealth 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 |
|---|---|---|---|---|---|
| Allen Gould Regan | Cogent Strategic Wealth LLC independent RIA | Lifeguard Wealth, LLC unclassified | Other | Dec 31, 2019 | Jul 1, 2020 (183 d) |
| Rafia Khushbakht Hasan | Cogent Strategic Wealth LLC other | Wipfli Financial Advisors, LLC other | Other | Sep 5, 2014 | Dec 5, 2014 (91 d) |
Page 1 of 1
2 moves match.