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
Arrivals at 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 | Sequoia Financial Group, L.L.C. independent RIA | Kohmann Bosshard Financial Services, LLC. independent RIA | RIA to RIA | Jun 6, 2025 | May 13, 2025 |
| Alexander Bryan Doll | Anfield Wealth Management state registered | Kohmann Bosshard Financial Services, LLC. independent RIA | Other | Jul 31, 2020 | Apr 21, 2020 |
| Dean Douglas Kohmann | Valmark Advisers, Inc. other | Kohmann Bosshard Financial Services, LLC. other | Other | Jan 4, 2016 | Jul 20, 2015 |
| Gregory A Mcdermott | Firstmerit Advisors, Inc. unclassified | Kohmann Bosshard Financial Services, LLC. independent RIA | Other | Jan 25, 2010 | Sep 20, 2018 (3160 d) |
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4 moves match.