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RIA / WealthAdvisorCertified Financial Planner15 years in industry

CASEY JOHN ROBINSON

Advisor at CONFLUENCE FINANCIAL PARTNERS

MCMURRAY, PA | Pittsburgh, PA

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Search this name across graphsid dfx:ria:01308421-7bee-a13e-334a-62ed4c931f1b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 3, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONFLUENCE FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 2, 2011
First registration: Jun 3, 2011
Dual registered: no
Other names: CASEY J. ROBINSON|CASEY ROBINSON
IAPD individual key: 5649211

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONFLUENCE FINANCIAL PARTNERS	Independent wealth	Aug 31, 2026	n/a	yes	Pittsburgh, PA\|MCMURRAY, PA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	May 13, 2026	Aug 28, 2026	no	AUSTIN, TX\|Bridgeville, PA	Previous registration
WALDRON PRIVATE WEALTH	Independent wealth	Jul 25, 2014	Jan 14, 2026	no	BRIDGEVILLE, PA\|Washington, DC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jun 3, 2011	Jun 11, 2014	no	MONROEVILLE, PA\|PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	CONFLUENCE FINANCIAL PARTNERS	Aug 28, 2026	Aug 31, 2026	3	Firm change	Ibd to RIA
WALDRON PRIVATE WEALTH	KESTRA ADVISORY SERVICES, LLC	Jan 14, 2026	May 13, 2026	119	Firm change	RIA to ibd
PNC WEALTH MANAGEMENT	WALDRON PRIVATE WEALTH	Jun 11, 2014	Jul 25, 2014	44	Firm change	Other

Relationships

Registered with (4)

→ CONFLUENCE FINANCIAL PARTNERSRegistered adviserregistration: current employment
Aug 31, 2026 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 13, 2026 to Aug 28, 2026factForm ADV
→ WALDRON PRIVATE WEALTHRegistered adviserregistration: previous registration
Jul 25, 2014 to Jan 14, 2026factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 3, 2011 to Jun 11, 2014factForm ADV

Dated events

Occurred
Aug 28, 2026
Advisor changed firm
Casey John Robinson left Kestra Advisory Services, Llc for Confluence Financial Partners (registered 2026-08-31)
Form ADVobserved 6 days ago
Occurred
Jan 14, 2026
Advisor changed firm
Casey John Robinson left Waldron Private Wealth for Kestra Advisory Services, Llc (registered 2026-05-13)
Form ADVobserved 6 days ago