DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert M. Wyrick, Jr.
Feed of 09/14/2026
Also filed as Rob Wyrick
At current firm
14 y
since Apr 20, 2012
In the industry
34 y
since Jul 20, 1992 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Post Oak Private Wealth Advisors independent RIA currentsince Apr 20, 2012 · Houston, Tx
- Fsc Securities Corporation formerMay 2, 2011 to Jun 12, 2013 · Houston, Tx
- The Retirement Group, LLC formerApr 18, 2011 to Dec 12, 2014 · San Diego, Ca
- Alphasource Investment Counsel, Inc formerNov 30, 2007 to Mar 19, 2009 · Houston, Tx
- Next Financial Group, Inc. formerDec 1, 2006 to Apr 27, 2011 · Houston, Tx
- Sagepoint Financial, Inc. formerOct 31, 2005 to Dec 11, 2006 · Houston, Tx
- Sunamerica Securities, Inc. unclassifiedMay 30, 1997 to Oct 31, 2005 · Spring, Tx
Moves
a registration end followed by a registration begin elsewhere
- The Retirement Group, LLC to Fsc Securities Corporationleft Dec 12, 2014, registered May 2, 2011 (-1320 days) · Other
- Fsc Securities Corporation to Post Oak Private Wealth Advisorsleft Jun 12, 2013, registered Apr 20, 2012 (-418 days) · Other
- Next Financial Group, Inc. to Alphasource Investment Counsel, Incleft Apr 27, 2011, registered Nov 30, 2007 (-1244 days) · Other
- Alphasource Investment Counsel, Inc to The Retirement Group, LLCleft Mar 19, 2009, registered Apr 18, 2011 (760 days) · Other
- Sagepoint Financial, Inc. to Next Financial Group, Inc.left Dec 11, 2006, registered Dec 1, 2006 (-10 days) · Other
- Sunamerica Securities, Inc. to Sagepoint Financial, Inc.left Oct 31, 2005, registered Oct 31, 2005 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address