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 Coign Capital Advisors 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 |
|---|---|---|---|---|---|
| Brock Kelson Alvord | Coign Capital Advisors LLC independent RIA | Farther independent RIA | RIA to RIA | Dec 15, 2023 | Jan 3, 2024 |
| Roger Zebulun Lowe | Coign Capital Advisors LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Oct 10, 2022 | Nov 22, 2022 (43 d) |
| Trevor Christian Stauffer | Coign Capital Advisors LLC independent RIA | Trajan Wealth, L.L.C. independent RIA | RIA to RIA | Apr 7, 2020 | Aug 3, 2020 (118 d) |
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3 moves match.