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

ROBINSON SMITH WEALTH ADVISORS, 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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Nov 14, 2019

First registration

Apr 5, 2021

Dual registered

no

Other names

Gerrit Petersons

IAPD individual key

7163647

• Occurred

  Jun 13, 2022
  Advisor changed firm

  Gerrit Paul Petersons left Marble Trail Advisors for Robinson Smith Wealth Advisors, Llc (registered 2022-08-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f85b2499-b79d-58ef-e1cf-3ae3c05f0bbc

First observed

Apr 5, 2021

Last observed

Sep 14, 2026 5 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.