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••••• S•••• B•••••

R••••• W• B•••• • C•• I•••••••••mixed wealthGlen Allen, Vadual registrantIAPD 1955325

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Bob B•••••

At current firm

1 y

since Oct 3, 2024

In the industry

30 y

since Dec 13, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••• W• B•••• • C•• I••••••••• mixed wealth current
since Oct 3, 2024 · Glen Allen, Va
E•••••• F•••••••• E•••••• independent RIA
Nov 1, 2018 to Nov 1, 2024 · Henrico, Va
S•••••• M••••• L•• independent RIA
Mar 8, 2011 to Feb 24, 2014 · Henrico, Va
E•••••• F•••••••• S•••••••• L•• former
Apr 9, 2008 to Nov 1, 2018 · Henrico, Va
V••••• C•••••• A•••••••• L•• other
Aug 21, 2000 to Feb 19, 2008 · Richmond, Va

Moves

a registration end followed by a registration begin elsewhere

E•••••• F•••••••• E•••••• to R••••• W• B•••• • C•• I•••••••••
left Nov 1, 2024, registered Oct 3, 2024 (-29 days) · RIA to RIA · moved with a team
E•••••• F•••••••• S•••••••• L•• to S•••••• M••••• L••
left Nov 1, 2018, registered Mar 8, 2011 (-2795 days) · Other
S•••••• M••••• L•• to E•••••• F•••••••• E••••••
left Feb 24, 2014, registered Nov 1, 2018 (1711 days) · Other
V••••• C•••••• A•••••••• L•• to E•••••• F•••••••• S•••••••• L••
left Feb 19, 2008, registered Apr 9, 2008 (50 days) · Other

Signals

R••••• S•••• B••••• left E•••••• F•••••••• E•••••• for R••••• W• B•••• • C•• I••••••••• (registered 2024-10-03)
Nov 1, 2024 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address