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 Ronald Obraitis
Feed of 09/14/2026
At current firm
1 y
since Apr 17, 2025
In the industry
35 y
since Feb 21, 1991 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Summit Financial, LLC BD affiliated currentsince Apr 17, 2025 · Lansdowne, Va
- Cambridge Investment Research Advisors, Inc. BD affiliatedFeb 21, 2014 to Apr 17, 2025 · Lansdowne, Va
- Equitable Advisors, LLC national BDMay 20, 2009 to Mar 5, 2014 · Lansdowne, Va
- Voya Financial Advisors, Inc. BD affiliatedJul 30, 2002 to Jun 16, 2009 · Ashburn, Va
- Prudential Equity Group, LLC unclassifiedJan 22, 1999 to Jul 11, 2002 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Summit Financial, LLCleft Apr 17, 2025, registered Apr 17, 2025 (0 days) · Affiliated broker-dealer or bank to another
- Equitable Advisors, LLC to Cambridge Investment Research Advisors, Inc.left Mar 5, 2014, registered Feb 21, 2014 (-12 days) · Other
- Voya Financial Advisors, Inc. to Equitable Advisors, LLCleft Jun 16, 2009, registered May 20, 2009 (-27 days) · Other
- Prudential Equity Group, LLC to Voya Financial Advisors, Inc.left Jul 11, 2002, registered Jul 30, 2002 (19 days) · Other
Signals
- Robert Ronald Obraitis left Cambridge Investment Research Advisors, Inc. for Summit Financial, Llc (registered 2025-04-17)Apr 17, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address