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RIA / WealthAdvisorCertified Financial Planner18 years in industry

ROBERT CHARLES KNODE

Advisor at KNODE WEALTH MANAGEMENT LLC

PLANO, TX

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Search this name across graphsid dfx:ria:d0f56f4b-e7be-67ee-d7c8-eb379882da13

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2007 to Sep 14, 2026

Across DFX

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.

Facts

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

Current firm: KNODE WEALTH MANAGEMENT LLC
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: Oct 22, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 22, 2007
First registration: Oct 26, 2007
Dual registered: no
Other names: Bobby C. Knode|Bob Knode
IAPD individual key: 5006234

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
KNODE WEALTH MANAGEMENT LLC	State registered	Jul 1, 2025	n/a	yes	PLANO, TX	Current employment
QUADCAP WEALTH MANAGEMENT, LLC	Independent wealth	May 14, 2019	Jan 13, 2025	no	FRISCO, TX\|FRISCO, TX	Previous registration
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Apr 29, 2015	Feb 8, 2019	no	FRISCO, TX\|OKLAHOMA CITY, OK	Previous registration
WEAVER WEALTH MANAGEMENT	Former SEC adviser	Jan 13, 2014	Apr 6, 2015	no	DALLAS, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 16, 2011	Jun 26, 2012	no	RICHARDSON, TX	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Oct 26, 2007	Apr 20, 2010	no	DALLAS, TX	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
QUADCAP WEALTH MANAGEMENT, LLC	KNODE WEALTH MANAGEMENT LLC	Jan 13, 2025	Jul 1, 2025	169	Firm change	RIA to state RIA
EXENCIAL WEALTH ADVISORS	QUADCAP WEALTH MANAGEMENT, LLC	Feb 8, 2019	May 14, 2019	95	Firm change	RIA to RIA
WEAVER WEALTH MANAGEMENT	EXENCIAL WEALTH ADVISORS	Apr 6, 2015	Apr 29, 2015	23	Firm change	Other
LPL FINANCIAL LLC	WEAVER WEALTH MANAGEMENT	Jun 26, 2012	Jan 13, 2014	566	Firm change after gap	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	LPL FINANCIAL LLC	Apr 20, 2010	Aug 16, 2011	483	Firm change after gap	Other

Relationships

Registered with (6)

→ KNODE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ QUADCAP WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 14, 2019 to Jan 13, 2025factForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 29, 2015 to Feb 8, 2019factForm ADV
→ WEAVER WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 13, 2014 to Apr 6, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 16, 2011 to Jun 26, 2012factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Oct 26, 2007 to Apr 20, 2010factForm ADV

Dated events

Occurred
Jan 13, 2025
Advisor changed firm
Robert Charles Knode left Quadcap Wealth Management, Llc for Knode Wealth Management Llc (registered 2025-07-01)
Form ADVobserved 3 days ago