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 Cosey Financial Services, Inc.
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 |
|---|---|---|---|---|---|
| Randy Lynn Puckett | Financial Partners Group, LLC other | Cosey Financial Services, Inc. independent RIA | Other | Oct 23, 2017 | Apr 20, 2026 (3101 d) |
| Donald Robert Greene | Silver Oak Securities, Inc. other | Cosey Financial Services, Inc. independent RIA | Other | Feb 2, 2016 | May 4, 2017 (457 d) |
| Anthony Eugene Cosey | Ssn Advisory, Inc. other | Cosey Financial Services, Inc. independent RIA | Other | Jul 3, 2007 | Apr 13, 2006 |
| Andrew Robert Wallace | Raymond James Financial Services, Inc. unclassified | Cosey Financial Services, Inc. independent RIA | Other | Feb 2, 2007 | Jan 26, 2007 |
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4 moves match.