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 Cohesion Wealth Management, 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 |
|---|---|---|---|---|---|
| Noah Christopher Clements | Cohesion Wealth Management, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Nov 5, 2025 | Jul 23, 2025 |
| Mark Patrick Culver | Cohesion Wealth Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Oct 22, 2025 | Oct 21, 2025 |
| Gabriel Kenneth Veve | Cohesion Wealth Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Oct 22, 2025 | Oct 20, 2025 |
| Joshua William Park | Cohesion Wealth Management, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jul 9, 2024 | Jul 11, 2024 |
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4 moves match.