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RIA / WealthAdvisor26 years in industry

ROBERT WESLEY TEAGUE

Advisor at MARKLE FINANCIAL LLC

LARAMIE, WY | Lancaster, PA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Sep 27, 2002 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Robert Wesley Teague

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARKLE FINANCIAL LLC
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: Mar 15, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Mar 15, 2000
First registration: Sep 27, 2002
Dual registered: no
IAPD individual key: 4114764

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
MARKLE FINANCIAL LLC	Independent wealth	May 6, 2024	n/a	yes	Lancaster, PA\|LARAMIE, WY	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 8, 2010	May 20, 2024	no	CAMP HILL, PA\|LANCASTER, PA\|Lemoyne, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Nov 8, 2007	Jul 24, 2008	no	LANCASTER, PA	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Oct 29, 2002	Nov 1, 2007	no	Harrisburg, PA\|HARRISBURG, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 27, 2002	Oct 23, 2002	no	LANCASTER, PA	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	MARKLE FINANCIAL LLC	May 20, 2024	May 6, 2024	-14	Firm change	Ibd to RIA
EQUITABLE ADVISORS, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 24, 2008	Feb 8, 2010	564	Firm change after gap	Other
CUNA BROKERAGE SERVICES, INC.	EQUITABLE ADVISORS, LLC	Nov 1, 2007	Nov 8, 2007	7	Firm change	Other
EQUITABLE ADVISORS, LLC	CUNA BROKERAGE SERVICES, INC.	Oct 23, 2002	Oct 29, 2002	6	Firm change	Other

Relationships

Registered with (4)

→ MARKLE FINANCIAL LLCRegistered adviserregistration: current employment
May 6, 2024 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 8, 2010 to May 20, 2024factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 8, 2007 to Jul 24, 2008factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Oct 29, 2002 to Nov 1, 2007factForm ADV

Dated events

Occurred
May 20, 2024
Advisor changed firm
Robert Wesley Teague left Cambridge Investment Research Advisors, Inc. for Markle Financial Llc (registered 2024-05-06)
Form ADVobserved 5 days ago