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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••••• B•••• G••••

I••••••••• A•••••• A•••••••• L••i••••••••• wealthIncline Village, NvIA-onlyIAPD 2582158

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Rob G••••

At current firm

1 y

since Jun 7, 2025

In the industry

27 y

since May 10, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••••••• A•••••• A•••••••• L•• i••••••••• wealth current
since Jun 7, 2025 · Incline Village, Nv
A•••••• R••••••• C•••••• i••••••••• wealth
Apr 24, 2023 to May 30, 2025 · Dallas, Tx
C••• B•• A•••••••• L•• unclassified
Feb 27, 2015 to Jan 4, 2024 · Oakland, Ca
M••••••• • F••••••• L•• unclassified
Apr 11, 2002 to Jul 30, 2004 · Lafayette, Ca

Moves

a registration end followed by a registration begin elsewhere

A•••••• R••••••• C•••••• to I••••••••• A•••••• A•••••••• L••
left May 30, 2025, registered Jun 7, 2025 (8 days) · Other
C••• B•• A•••••••• L•• to A•••••• R••••••• C••••••
left Jan 4, 2024, registered Apr 24, 2023 (-255 days) · Other
M••••••• • F••••••• L•• to C••• B•• A•••••••• L••
left Jul 30, 2004, registered Feb 27, 2015 (3864 days) · Other

Signals

R••••• B•••• G•••• left A•••••• R••••••• C•••••• for I••••••••• A•••••• A•••••••• L•• (registered 2025-06-07)
May 30, 2025 · a•••••• firm change · fact
R••••• B•••• G•••• left C••• B•• A•••••••• L•• for A•••••• R••••••• C•••••• (registered 2023-04-24)
Jan 4, 2024 · a•••••• firm change · 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: I••••••••• WEALTHderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address