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.
Feed of 09/14/2026
Also filed as Rob Davenport
At current firm
2 y
since Oct 8, 2023
In the industry
32 y
since Aug 1, 1994 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Farther independent RIA currentsince Oct 8, 2023 · Setauket, Ny
- United Capital Financial Advisors independent RIAJan 20, 2009 to Nov 2, 2023 · Las Vegas, Nv
- Girard Securities, Inc. formerNov 3, 2008 to Jun 27, 2017 · San Diego, Ca
- Voya Financial Advisors, Inc. BD affiliatedAug 20, 2003 to Nov 5, 2008 · Las Vegas, Nv
- MML Investors Services, LLC BD affiliatedJun 9, 2000 to Jul 24, 2003 · Las Vegas, Nv
Moves
a registration end followed by a registration begin elsewhere
- United Capital Financial Advisors to Fartherleft Nov 2, 2023, registered Oct 8, 2023 (-25 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Girard Securities, Inc. to United Capital Financial Advisorsleft Jun 27, 2017, registered Jan 20, 2009 (-3080 days) · Other
- Voya Financial Advisors, Inc. to Girard Securities, Inc.left Nov 5, 2008, registered Nov 3, 2008 (-2 days) · Other
- MML Investors Services, LLC to Voya Financial Advisors, Inc.left Jul 24, 2003, registered Aug 20, 2003 (27 days) · Other
Signals
- Robert Styles Davenport left United Capital Financial Advisors for Farther (registered 2023-10-08)Nov 2, 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
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address