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.

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Registered advisor

R••••• C•••••• B•••••

N•••••• F•••••••• G••••• I•••independent RIASilverdale, Wa dual registrantIAPD 1613817

Feed of 09/15/2026

Also filed as Bob B•••••

At current firm

5 y

since Feb 11, 2021

In the industry

39 y

since Jan 30, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

N•••••• F•••••••• G••••• I••• independent RIA current
since Feb 11, 2021 · Silverdale, Wa
S••••• F•••••••• G•••• I•• former
Dec 1, 2017 to Feb 10, 2021 · Silverdale, Wa
W•••• F•••• A••••••• wirehouse
Sep 30, 2011 to Dec 6, 2017 · Silverdale, Wa
M••••• S•••••• wirehouse
Jun 1, 2009 to Oct 17, 2011 · Silverdale, Wa
C•••••••• G••••• M•••••• I••• BD affiliated
Nov 7, 1990 to Jun 1, 2009 · Silverdale, Wa

Moves

a registration end followed by a registration begin elsewhere

S••••• F•••••••• G•••• I•• to N•••••• F•••••••• G••••• I•••
left Feb 10, 2021, registered Feb 11, 2021 (1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
W•••• F•••• A••••••• to S••••• F•••••••• G•••• I••
left Dec 6, 2017, registered Dec 1, 2017 (-5 days) · Other · moved with a team
M••••• S•••••• to W•••• F•••• A•••••••
left Oct 17, 2011, registered Sep 30, 2011 (-17 days) · Wirehouse to wirehouse
C•••••••• G••••• M•••••• I••• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

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: Independent wealth managerderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address