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RIA / WealthAdvisor43 years in industry

ROBERT JOSEPH CAMPBELL

Advisor at ONESEVEN

Malvern, PA | BEACHWOOD, OH

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Search this name across graphsid dfx:ria:d5a37755-d1a7-9cb9-4b7b-d41d16c26bf9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2002 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: ONESEVEN
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: Sep 20, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 20, 1983
First registration: Nov 6, 2002
Dual registered: no
IAPD individual key: 1186546

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
Oneseven	Independent wealth	Jun 6, 2025	n/a	yes	BEACHWOOD, OH\|Malvern, PA	Current employment
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Sep 24, 2020	Jun 24, 2025	no	Malvern, PA	Previous registration
UNITED ADVISORS SERVICES, LLC	Former SEC adviser	Jul 30, 2015	Nov 4, 2020	no	MALVERN, PA\|BOCA RATON, FL	Previous registration
TRITON CAPITAL MANAGEMENT, LLC	n/a	Mar 8, 2005	Sep 20, 2018	no	WAYNE, PA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 6, 2002	Feb 10, 2005	no	CONSHOHOCKEN, 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
B. RILEY WEALTH ADVISORS, INC.	Oneseven	Jun 24, 2025	Jun 6, 2025	-18	Firm change	Ibd to RIA
UNITED ADVISORS SERVICES, LLC	B. RILEY WEALTH ADVISORS, INC.	Nov 4, 2020	Sep 24, 2020	-41	Firm change after gap	RIA to ibd
TRITON CAPITAL MANAGEMENT, LLC	UNITED ADVISORS SERVICES, LLC	Sep 20, 2018	Jul 30, 2015	-1,148	Firm change after gap	Other
WELLS FARGO ADVISORS	TRITON CAPITAL MANAGEMENT, LLC	Feb 10, 2005	Mar 8, 2005	26	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
115927:283087:PA:2025-06-24	Jun 24, 2025	Jun 6, 2025	MALVERN, PA	Firm change

Relationships

Registered with (5)

→ ONESEVENRegistered adviserregistration: current employment
Jun 6, 2025 to presentfactForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 24, 2020 to Jun 24, 2025factForm ADV
→ UNITED ADVISORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 30, 2015 to Nov 4, 2020factForm ADV
→ TRITON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 8, 2005 to Sep 20, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 6, 2002 to Feb 10, 2005factForm ADV

Dated events

Occurred
Jun 24, 2025
Advisor changed firm
Robert Joseph Campbell left B. Riley Wealth Advisors, Inc. for Oneseven (registered 2025-06-06)
Form ADVobserved 5 days ago