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

&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

Mar 1, 2014earliest 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

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Jun 28, 2016

First registration

Jun 30, 2016

Dual registered

yes, broker-dealer

Other names

ROBERTA LYNN RICH|ROBERTA LYNN WILSON|ROBERTA LYNN BROCK|ROBERTA LYNN WILSON|ROBBIE RICH

IAPD individual key

4480815

• Occurred

  Oct 15, 2025
  Advisor changed firm

  Roberta Lynn Kealy left Wells Fargo Advisors for &Partners (registered 2025-10-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a0b74960-32ce-e48b-1435-af9f8bcd1c62

First observed

Jun 30, 2016

Last observed

Sep 15, 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.