DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

ROBERT PATRICK GILLARD

Advisor at CALIFORNIA FINANCIAL PARTNERS, INC.

GLENDALE, CA | NAPLES, FL | Glendale, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1185b28a-4846-5aab-4aa8-2659545cbd0f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2001 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: CALIFORNIA FINANCIAL PARTNERS, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 11, 1999
First registration: Jun 18, 2001
Dual registered: yes, broker-dealer
Other names: ROBERT PATRICK GILLARD|ROBERT PATRICK GILLARD|ROBERT PATRICK GILLARD|ROB GILLARD
IAPD individual key: 3254404

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
CALIFORNIA FINANCIAL PARTNERS, INC.	State registered	Sep 21, 2023	n/a	yes	Glendale, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 28, 2013	n/a	yes	GLENDALE, CA\|NAPLES, FL	Current employment
CALIFORNIA FINANCIAL PARTNERS	n/a	Jan 25, 2016	Sep 22, 2023	no	Glendale, CA\|Glendale, CA	Previous registration
CALIFORNIA FINANCIAL PARTNERS	n/a	Nov 24, 2014	Dec 31, 2015	no	GLENDALE, CA	Previous registration
THE HEYMONT GROUP WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS	n/a	May 17, 2013	Nov 19, 2014	no	LOS ANGELES, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 6, 2012	Apr 3, 2013	no	PASADENA, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 7, 2007	Jan 19, 2012	no	LOS ANGELES, CA	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Jun 18, 2001	Oct 5, 2007	no	LOS ANGELES, CA\|LOS ANGELES, CA	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
CALIFORNIA FINANCIAL PARTNERS	CALIFORNIA FINANCIAL PARTNERS, INC.	Sep 22, 2023	Sep 21, 2023	-1	Firm change	Other
THE HEYMONT GROUP WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS	CALIFORNIA FINANCIAL PARTNERS	Nov 19, 2014	Nov 24, 2014	5	Firm change	Other
STRATEGIC ADVISERS LLC	LPL FINANCIAL LLC	Apr 3, 2013	Mar 28, 2013	-6	Firm change	Other
UBS FINANCIAL SERVICES INC.	STRATEGIC ADVISERS LLC	Jan 19, 2012	Mar 6, 2012	47	Firm change	Wirehouse to ibd
DEUTSCHE BANK SECURITIES INC.	UBS FINANCIAL SERVICES INC.	Oct 5, 2007	Sep 7, 2007	-28	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133809:328026:CA:2023-09-22	Sep 22, 2023	Sep 21, 2023	GLENDALE, CA	Firm change

Relationships

Registered with (7)

→ CALIFORNIA FINANCIAL PARTNERS, INC.Registered adviserregistration: current employment
Sep 21, 2023 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Mar 28, 2013 to presentfactForm ADV
→ CALIFORNIA FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Jan 25, 2016 to Sep 22, 2023factForm ADV
→ THE HEYMONT GROUP WEALTH MANAGEMENT AND RETIREMENT SOLUTIONSRegistered adviserregistration: previous registration
May 17, 2013 to Nov 19, 2014factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 6, 2012 to Apr 3, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 7, 2007 to Jan 19, 2012factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Jun 18, 2001 to Oct 5, 2007factForm ADV

Dated events

Occurred
Sep 22, 2023
Advisor changed firm
Robert Patrick Gillard left California Financial Partners for California Financial Partners, Inc. (registered 2023-09-21)
Form ADVobserved 6 days ago