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

CAPINSIGHTS PARTNERS, LLC

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Mar 19, 2021

First registration

Jul 29, 2024

Dual registered

yes, broker-dealer

Other names

ROBERT SHAUGHNESSY SCHWAB|ROBERT S SCHWAB

IAPD individual key

5480333

Graph

RIA / Wealth Management

Canonical id

dfx:ria:69ea1a3b-e635-e0f8-4069-177611f52bfa

First observed

Jul 29, 2024

Last observed

Sep 14, 2026 5 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.