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 Joseph Fairbrook
Feed of 09/14/2026
Also filed as Bob Fairbrook
At current firm
19 y
since Jan 9, 2007
In the industry
40 y
since Jun 3, 1986 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
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
- Ernst & Young Investment Advisers Llp no RAUM currentsince May 7, 2014 · Seattle, Wa
- Wise Planning, Inc. independent RIA currentsince Jan 9, 2007 · Seattle, Wa
- Retirement Benefit Specialists, Inc. unclassifiedMar 9, 1998 to Dec 31, 2006 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Retirement Benefit Specialists, Inc. to Wise Planning, Inc.left Dec 31, 2006, registered Jan 9, 2007 (9 days) · Other
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
- No RAUM reportedderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address