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 Cgn 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.

AdvisorFromToTypeLeftRegistered
Matthew Martin SchlossmanAspyre Wealth Partners independent RIACgn Advisors, LLC independent RIARIA to RIAOct 16, 2025Oct 27, 2025
Gregory Samuel PiercePierce Financial Strategies, LLC unclassifiedCgn Advisors, LLC independent RIAOtherMar 24, 2025Jan 28, 2025
Jamie Ann BosseAspyre Wealth Partners independent RIACgn Advisors, LLC independent RIARIA to RIAJul 3, 2024Jul 11, 2024
David John WalzArcadia Financial Strategies, Inc. unclassifiedCgn Advisors, LLC independent RIAOtherMar 28, 2024Jun 20, 2023
Daniel Edward KingDek Financial Solutions, LLC unclassifiedCgn Advisors, LLC independent RIAOtherJan 19, 2024Dec 19, 2023
Ravin Kawailani WaltersSignature Investment Advisors, LLC independent RIACgn Advisors, LLC independent RIARIA to RIAFeb 10, 2023Mar 1, 2023
Cheryl A KruegerGrowing Fortunes Financial Partners LLC unclassifiedCgn Advisors, LLC independent RIAOtherDec 31, 2022Dec 6, 2022
Jonathan BernsteinRobert W. Baird & Co. Incorporated mixed wealthCgn Advisors, LLC independent RIARIA to RIANov 9, 2022Apr 18, 2023 (160 d)
Scott Alan EmleySecurities America Advisors, Inc. BD affiliatedCgn Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2022Sep 1, 2022
John Joseph FlanaganFlanagan Financial Group LLC unclassifiedCgn Advisors, LLC independent RIAOtherOct 4, 2021Aug 20, 2021
Jordan Edward GrzesczykRaymond James & Associates, Inc. national BDCgn Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2021Jun 9, 2021
John Ronald KahleAdvice And Planning Services BD affiliatedCgn Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2020Jan 15, 2021
Cydney Jean JonesProvise Management Group, LLC independent RIACgn Advisors, LLC independent RIARIA to RIANov 17, 2020Mar 3, 2021 (106 d)
Amy Lynn ShappellJuetten Personal Financial Planning, LLC unclassifiedCgn Advisors, LLC independent RIAOtherSep 1, 2020Jun 1, 2020
Kyle Hunt WilkeJuetten Personal Financial Planning, LLC unclassifiedCgn Advisors, LLC independent RIAOtherSep 1, 2020Jun 1, 2020
Diane Marie PearsonEmergingwealth Investment Management, Inc. independent RIACgn Advisors, LLC independent RIARIA to RIAMay 14, 2020Sep 3, 2019
Michael Lawrence GreimCgn Advisors, LLC unclassifiedCgn Advisors, LLC independent RIAOtherJan 31, 2020Dec 19, 2018
Stuart Joseph HeckmanCgn Advisors, LLC unclassifiedCgn Advisors, LLC independent RIAOtherJan 31, 2020Dec 13, 2019
Chad Edward ChaseCgn Advisors, LLC unclassifiedCgn Advisors, LLC independent RIAOtherJan 31, 2020Dec 2, 2019
Nicola Lippert CyrCgn Advisors, LLC unclassifiedCgn Advisors, LLC independent RIAOtherJan 31, 2020Sep 6, 2018
Johnathan Michael AelmoreMariner BD affiliatedCgn Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2019Aug 30, 2019
Gordon Thomas AchtermannYour Best Path Financial Planning unclassifiedCgn Advisors, LLC independent RIAOtherMay 9, 2019May 9, 2019
John Colin BushSchwallier Wealth Management otherCgn Advisors, LLC independent RIAOtherApr 20, 2019Jun 13, 2019 (54 d)
Samuel Kessler SwensonWells Fargo Advisors wirehouseCgn Advisors, LLC independent RIAWirehouse to independent RIAJan 9, 2019Jul 6, 2021 (909 d)
David Lawrence MandelblattWealthprotect Advisors, LLC unclassifiedCgn Advisors, LLC independent RIAOtherDec 13, 2018Dec 14, 2018
Theresa Lynn RowlandBuckingham Strategic Wealth, LLC independent RIACgn Advisors, LLC independent RIARIA to RIANov 8, 2018Jan 16, 2019 (69 d)
Ronald William GuayParsonex Advisory Services, Inc. independent RIACgn Advisors, LLC independent RIARIA to RIASep 12, 2018Sep 18, 2018
Timothy Wayne HicksAmeriprise Financial Services, LLC national BDCgn Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2018Jun 25, 2018
Jacob Lee StewartWells Fargo Advisors wirehouseCgn Advisors, LLC independent RIAWirehouse to independent RIAJan 19, 2018Aug 19, 2021 (1308 d)
David Decosta LeitaoHuckleberry Capital Management, LLC unclassifiedCgn Advisors, LLC otherOtherSep 11, 2017Aug 29, 2017
Jeffrey Allen DraytonThrivent Investment Management Inc. otherCgn Advisors, LLC otherOtherJan 20, 2017Jan 17, 2017
Ronald Alan RhoadesScholarfi Inc. unclassifiedCgn Advisors, LLC otherOtherMar 3, 2016Mar 4, 2016
Warren Davis WatersWells Fargo Advisors wirehouseCgn Advisors, LLC otherOtherJun 2, 2015Jun 18, 2015
Thomas Alan FredricksonAltfest Personal Wealth Management otherCgn Advisors, LLC independent RIAOtherApr 13, 2015Jun 21, 2021 (2261 d)
Jeffrey Patrick EutingPinnacle Investment Management Inc otherCgn Advisors, LLC otherOtherFeb 10, 2015Feb 17, 2015
Cheryl Anne OberAmeriprise Financial Services, LLC national BDCgn Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2014Aug 28, 2018 (1687 d)
Kent Michael GrealishQuacera, LLC unclassifiedCgn Advisors, LLC otherOtherJan 9, 2014Jan 2, 2014
Kristin Lynn RogersMML Investors Services, LLC otherCgn Advisors, LLC otherOtherDec 31, 2013May 20, 2014 (140 d)
Joshua Daniel GarciaFirst Financial Consulting state registeredCgn Advisors, LLC otherOtherDec 23, 2013May 16, 2013
Brent Eugene LinceLince Financial Planning, LLC unclassifiedCgn Advisors, LLC no RAUMOtherJan 20, 2012Jan 20, 2012
Scott Price HamiltonHamilton Financial Planning, LLC unclassifiedCgn Advisors, LLC no RAUMOtherJan 19, 2012Jan 19, 2012
Lea Ann Garrison KnightGarrison/Knight Financial Planning unclassifiedCgn Advisors, LLC no RAUMOtherDec 31, 2011Jan 4, 2012
Lisa Marie AndrewsModern Financial Planning unclassifiedCgn Advisors, LLC no RAUMOtherDec 31, 2011Jan 3, 2012
Justin Wayne NicholsNichols Financial Advice, LLC unclassifiedCgn Advisors, LLC no RAUMOtherDec 21, 2011Dec 21, 2011
Mark Jeffrey BinderStrategic Advisers LLC national BDCgn Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 15, 2011Jan 6, 2012 (205 d)
Sheila Rae StowersCharles Schwab & Co., Inc. national BDCgn Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 25, 2009Jan 25, 2012 (791 d)
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46 moves match.