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

ROAN CAPITAL 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

Jun 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Dec 6, 1999

First registration

Mar 29, 2004

Dual registered

no

Other names

BOBBY TOM GREEN|BOB TOM GREEN|BOBBY GREEN|ROBERT THOMAS GREEN

IAPD individual key

4049991

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Robert Thomas Green left Avantax Advisory Services for Roan Capital Partners (registered 2025-01-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c78fd69c-0964-2b27-982b-9aefd21fb402

First observed

Mar 29, 2004

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.