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.

Current firm

&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

Oct 4, 1986earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 4, 1986

First registration

Dec 8, 2003

Dual registered

yes, broker-dealer

Other names

ROBERT ANTHONY COFFIN|BOB COFFIN|ROBERT COFFIN

IAPD individual key

1563437

• Occurred

  Aug 11, 2026
  Advisor changed firm

  Robert Anthony Coffin left Wells Fargo Advisors for &Partners (registered 2026-07-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:03da9a02-b38a-1df1-82f6-70da95fb1fd8

First observed

Dec 8, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.