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
Robin Virden
Feed of 09/14/2026
Also filed as Robin Adams
At current firm
2 y
since Jun 7, 2024
In the industry
32 y
since Dec 10, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Wells Fargo Advisors wirehouse currentsince Jun 7, 2024 · Ormond Beach, Fl
- Morgan Stanley wirehouseApr 24, 2018 to Jul 24, 2023 · Ormond Beach, Fl
- Truist Advisory Services, Inc. BD affiliatedDec 12, 2016 to Apr 17, 2018 · Orlando, Fl
- Suntrust Investment Services, Inc. formerNov 16, 2016 to Dec 31, 2016 · Orlando, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 13, 2004 to Feb 26, 2016 · Melbourne, Fl
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Wells Fargo Advisorsleft Jul 24, 2023, registered Jun 7, 2024 (319 days) · Wirehouse to wirehouse
- Truist Advisory Services, Inc. to Morgan Stanleyleft Apr 17, 2018, registered Apr 24, 2018 (7 days) · Affiliated broker-dealer or bank to wirehouse
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Dec 12, 2016 (-19 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Suntrust Investment Services, Inc.left Feb 26, 2016, registered Nov 16, 2016 (264 days) · Other
Signals
- Robin Virden left Morgan Stanley for Wells Fargo Advisors (registered 2024-06-07)Jul 24, 2023 · 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
- Wirehousederived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address