CL
Colton Loder
CRD 5376609
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Cohalo Advisory Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cohalo Advisory Llc
Principal, Cco · Less than 5% · Jul 2024
-
Cohalo Advisory Llc
Principal · 75% or more · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗