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 William Retzloff
Feed of 09/14/2026
At current firm
7 y
since Jun 24, 2019
In the industry
32 y
since Jul 8, 1994 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Venture Visionary Partners LLC independent RIA currentsince Jun 24, 2019 · Sylvania, Oh
- UBS Financial Services Inc. wirehouseAug 18, 2016 to Jul 3, 2019 · Sylvania, Oh
- Morgan Stanley wirehouseJun 1, 2009 to Aug 25, 2016 · Toledo, Oh
- Citigroup Global Markets Inc. BD affiliatedDec 7, 1999 to Jun 1, 2009 · Toledo, Oh
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Venture Visionary Partners LLCleft Jul 3, 2019, registered Jun 24, 2019 (-9 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- Morgan Stanley to UBS Financial Services Inc.left Aug 25, 2016, registered Aug 18, 2016 (-7 days) · Wirehouse to wirehouse
- Citigroup Global Markets Inc. to Morgan Stanleyleft 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address