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

KOALA FINANCIAL

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

Jan 18, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 18, 2003

First registration

Apr 4, 2003

Dual registered

no

Other names

ROBERT ALEXANDER THAI|Bobbi Lindberg|Bobbi Koala|Bobbi A Koala

IAPD individual key

1500212

• Occurred

  Jun 16, 2026
  Advisor changed firm

  Bobbi Alexander Koala left Cetera Investment Advisers Llc for Koala Financial (registered 2026-04-23)

  Form ADVobserved 6 days ago
• Occurred

  Nov 9, 2022
  Advisor changed firm

  Bobbi Alexander Koala left Cetera Investment Advisers Llc for Avantax Advisory Services (registered 2022-11-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5f22b64d-5a59-91bb-8f57-3a2761347ea4

First observed

Apr 4, 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.