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 George Burleson
Feed of 09/14/2026
Also filed as Robert George Burleson
At current firm
7 y
since Oct 17, 2018
In the industry
31 y
since Feb 7, 1995 (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
- Keel Point, LLC independent RIA currentsince Oct 17, 2018 · Greenville, Nc
- Cambridge Investment Research Advisors, Inc. BD affiliatedMay 31, 2013 to Oct 17, 2018 · Greenville, Nc
- Wells Fargo Advisors wirehouseMar 18, 2009 to Jun 4, 2013 · Greenville, Nc
- Valic Financial Advisors, Inc. BD affiliatedAug 30, 2002 to Feb 23, 2009 · Durham, Nc
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Keel Point, LLCleft Oct 17, 2018, registered Oct 17, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Wells Fargo Advisors to Cambridge Investment Research Advisors, Inc.left Jun 4, 2013, registered May 31, 2013 (-4 days) · Other
- Valic Financial Advisors, Inc. to Wells Fargo Advisorsleft Feb 23, 2009, registered Mar 18, 2009 (23 days) · Other
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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address