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 Private Wealth
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 |
|---|---|---|---|---|---|
| Daniel Quartararo | Zenith Advisory Group, LLC independent RIA | Cogent Private Wealth independent RIA | RIA to RIA | Aug 25, 2025 | Sep 26, 2025 (32 d) |
| Lanita Lynn Wheetley | Synergy Investment Management LLC independent RIA | Cogent Private Wealth independent RIA | RIA to RIA | Jan 17, 2025 | Dec 12, 2024 |
| Derek Justin Collins | Charles Schwab & Co., Inc. national BD | Cogent Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2023 | Mar 26, 2024 (239 d) |
| Kevin Michael Mayo | Cnl Educational Institute, LLC no RAUM | Cogent Private Wealth independent RIA | Other | Jun 23, 2023 | Apr 18, 2025 (665 d) |
| Bradley R Lacore | Pathstone independent RIA | Cogent Private Wealth independent RIA | RIA to RIA | Sep 20, 2022 | Oct 8, 2025 (1114 d) |
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5 moves match.