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 Lee Barnett
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as R Lee Barnett
At current firm
14 y
since Nov 22, 2011
In the industry
31 y
since Dec 12, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bhk Investment Advisors independent RIA currentsince Nov 22, 2011 · Birmingham, Al
- Bhk Securities, LLC independent RIAJan 13, 2012 to Aug 3, 2026 · Birmingham, Al
- Captrust Financial Advisors formerJan 23, 2006 to Jan 18, 2011 · Raleigh, Nc
- Palmer & Cay Investment Services Inc unclassifiedJun 23, 2004 to Dec 14, 2005 · Atlanta, Ga
- Morgan Keegan & Company, LLC formerJan 22, 2003 to May 13, 2004 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Bhk Securities, LLC to no registered destinationleft Aug 3, 2026 · Departure, no registered destination
- Captrust Financial Advisors to Bhk Investment Advisorsleft Jan 18, 2011, registered Nov 22, 2011 (308 days) · Other
- Palmer & Cay Investment Services Inc to Captrust Financial Advisorsleft Dec 14, 2005, registered Jan 23, 2006 (40 days) · Other
- Morgan Keegan & Company, LLC to Palmer & Cay Investment Services Incleft May 13, 2004, registered Jun 23, 2004 (41 days) · Other
Signals
- Robert Lee Barnett no longer registered at Bhk Securities, Llc; no later IA registration on IAPDAug 3, 2026 · Advisor departure · fact
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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address