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 Shull
Feed of 09/14/2026
Also filed as Bob Shull
At current firm
4 y
since Jun 10, 2022
In the industry
16 y
since Feb 2, 2010 (earliest exam, job or registration)
Prior registered firms
5
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
- Ptma Investment Advisors asset manager currentsince Jun 10, 2022 · Denver, Co
- Emerge Capital Management otherApr 15, 2022 to Jun 28, 2022 · Livermore, Ca
- Cetera Investment Advisers LLC BD affiliatedJul 15, 2021 to Aug 9, 2021 · Honolulu, Hi
- Pnc Capital Advisors LLC otherApr 5, 2017 to Nov 18, 2019 · San Francisco, Ca
- Nfp Advisor Services, LLC formerAug 17, 2010 to May 13, 2013 · Emeryville, Ca
- Financial Telesis, Inc. formerFeb 2, 2010 to Jul 1, 2010 · San Rafael, Ca
Moves
a registration end followed by a registration begin elsewhere
- Emerge Capital Management to Ptma Investment Advisorsleft Jun 28, 2022, registered Jun 10, 2022 (-18 days) · Other
- Cetera Investment Advisers LLC to Emerge Capital Managementleft Aug 9, 2021, registered Apr 15, 2022 (249 days) · Other
- Pnc Capital Advisors LLC to Cetera Investment Advisers LLCleft Nov 18, 2019, registered Jul 15, 2021 (605 days) · Other
- Nfp Advisor Services, LLC to Pnc Capital Advisors LLCleft May 13, 2013, registered Apr 5, 2017 (1423 days) · Other
- Financial Telesis, Inc. to Nfp Advisor Services, LLCleft Jul 1, 2010, registered Aug 17, 2010 (47 days) · Other
Signals
- Robert Joseph Shull left Emerge Capital Management for Ptma Investment Advisors (registered 2022-06-10)Jun 28, 2022 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address