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

PINKERTON WEALTH 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

Feb 20, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 20, 1997

First registration

May 11, 1999

Dual registered

yes, broker-dealer

Other names

CLIFF ROBELLO|CLIFFORD MATHEW ROBELLO

IAPD individual key

1575439

• Occurred

  Nov 6, 2024
  Advisor changed firm

  Clifford Mathew Robello left Cambridge Investment Research Advisors, Inc. for Pinkerton Wealth Partners (registered 2024-12-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4231d8a8-7d7a-2c66-b12a-1988ea70de71

First observed

May 11, 1999

Last observed

Sep 14, 2026 6 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.