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 Grahn Teneyck
Certified Financial Planner
Feed of 09/15/2026
At current firm
2 y
since Dec 11, 2023
In the industry
24 y
since Feb 2, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- J. W. Cole Advisors, Inc. BD affiliated currentsince Dec 11, 2023 · St. Petersburg, Fl
- Securities America Advisors, Inc. formerOct 25, 2017 to Dec 15, 2023 · St. Petersburg, Fl
- Advantage Investment Management, LLC formerJan 6, 2010 to Aug 1, 2012 · St Petersburg, Fl
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerMay 4, 2006 to Oct 26, 2017 · St. Pete Beach, Fl
- Voya Financial Advisors, Inc. BD affiliatedJan 1, 2004 to May 12, 2006 · St Petersburg, Fl
- Locust Street Securities, Inc. unclassifiedFeb 2, 2002 to Jan 1, 2004 · St. Petersburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to J. W. Cole Advisors, Inc.left Dec 15, 2023, registered Dec 11, 2023 (-4 days) · Affiliated broker-dealer or bank to another
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Advantage Investment Management, LLCleft Oct 26, 2017, registered Jan 6, 2010 (-2850 days) · Other · moved with a team
- Advantage Investment Management, LLC to Securities America Advisors, Inc.left Aug 1, 2012, registered Oct 25, 2017 (1911 days) · Other
- Voya Financial Advisors, Inc. to National Planning Corporation ("Npc Of America" In Fl & Ny)left May 12, 2006, registered May 4, 2006 (-8 days) · Other
- Locust Street Securities, Inc. to Voya Financial Advisors, Inc.left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
Signals
- Robert Grahn Teneyck left Securities America Advisors, Inc. for J. W. Cole Advisors, Inc. (registered 2023-12-11)Dec 15, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address