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 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 |
|---|---|---|---|---|---|
| Gabriel Kenneth Veve | Charles Schwab & Co., Inc. national BD | Cohesion Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 15, 2022 | Apr 22, 2022 (66 d) |
| Bryan Joseph Sullivan | Epiqwest Investment Corporation unclassified | Cohesion Wealth Management, LLC no RAUM | Other | Dec 14, 2020 | Jun 15, 2020 |
| Eric Veve | Epiqwest Investment Corporation unclassified | Cohesion Wealth Management, LLC no RAUM | Other | Dec 14, 2020 | Jun 15, 2020 |
| Joshua William Park | Culver Investment Company, LLC independent RIA | Cohesion Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Nov 10, 2020 | Jun 15, 2020 |
| Ronald John Besonen | Mcl Financial Group, Inc. unclassified | Cohesion Wealth Management, LLC no RAUM | Other | Jun 13, 2011 | Jun 15, 2020 (3290 d) |
| Mark Patrick Culver | Culver And Company, Inc. unclassified | Cohesion Wealth Management, LLC no RAUM | Other | Dec 31, 2002 | Jun 15, 2020 (6376 d) |
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6 moves match.