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.
Robert Thurman Agnew
- Professional profile
- linkedin.com/in/bob-agnew-96876010reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Rfg Advisory, LLC independent RIA currentsince Nov 1, 2019 · Vestavia Hills, Al
- Wells Fargo Advisors wirehouseFeb 14, 2008 to Nov 5, 2019 · Mountain Brk, Al
- UBS Financial Services Inc. wirehouseMar 24, 1993 to Feb 22, 2008 · Birmingham, Al
- Wells Fargo Advisors to Rfg Advisory, LLCleft Nov 5, 2019, registered Nov 1, 2019 (-4 days) · Wirehouse to independent RIA
- UBS Financial Services Inc. to Wells Fargo Advisorsleft Feb 22, 2008, registered Feb 14, 2008 (-8 days) · Wirehouse to wirehouse
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.
- 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