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RIA Intelligence
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Feed of 09/15/2026
Also filed as S•••• Robey Orr
At current firm
1 y
since Mar 13, 2025
In the industry
40 y
since Jul 23, 1986 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- •••••••• independent RIA currentsince Mar 13, 2025 · Charlotte, Nc
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Mar 18, 2025 · Charlotte, Nc
- P••••••••• E••••• G••••• L•• unclassifiedDec 31, 2001 to Jul 1, 2003 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to ••••••••left Mar 18, 2025, registered Mar 13, 2025 (-5 days) · Wirehouse to independent RIA · moved with a team
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
- S•••• B•••• left W•••• F•••• A••••••• for &Partners (registered 2025-03-13)Mar 18, 2025 · Advisor changed firm · 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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address