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 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 | Avl/Wealthcare, LLC other | Cogent Strategic Wealth LLC other | Other | Dec 17, 2015 | Jan 5, 2016 |
| Kelly Marie Stanley | Cetera Advisors LLC other | Cogent Strategic Wealth LLC other | Other | Jul 21, 2015 | Aug 3, 2015 |
| Rafia Khushbakht Hasan | Dimensional Fund Advisors LP other | Cogent Strategic Wealth LLC other | Other | Jul 18, 2012 | Mar 25, 2014 (615 d) |
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3 moves match.