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 Coho Advisory Services, 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
Christopher Lorance HarsleyMutual Of Omaha Investor Services, Inc. independent RIACoho Advisory Services, LLC state registeredRIA to a state-registered adviserJun 25, 2026Aug 4, 2026 (40 d)
Jeff E BynumPark Avenue Securities LLC BD affiliatedCoho Advisory Services, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserApr 16, 2024Apr 3, 2024
Michael VierzbaAmeriprise Financial Services, LLC national BDCoho Advisory Services, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserApr 10, 2024Jul 15, 2024 (96 d)
Albert Michael DanielsAmeritas Advisory Services, LLC BD affiliatedCoho Advisory Services, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 27, 2023Jun 20, 2023
Hunter GuthrieAmeritas Advisory Services, LLC BD affiliatedCoho Advisory Services, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 27, 2023Aug 2, 2023 (36 d)
Robert Paul AmundsonAvantax Advisory Services BD affiliatedCoho Advisory Services, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJan 18, 2022Aug 16, 2024 (941 d)
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6 moves match.