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 J Covello
Feed of 09/15/2026
Also filed as Robert James Covell
At current firm
1 y
since Oct 9, 2024
In the industry
25 y
since Dec 7, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
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
- Oneamerica Securities, Inc. BD affiliated currentsince Oct 9, 2024 · Denville, Nj
- Eagle Strategies LLC BD affiliatedMar 5, 2020 to Aug 29, 2024 · Livingston, Nj
- Securian Financial Services, Inc. formerMar 10, 2017 to Dec 3, 2019 · Parsippany, Nj
- Msi Financial Services, Inc. formerJun 30, 2009 to Mar 6, 2017 · Roseland, Nj
- Park Avenue Securities LLC BD affiliatedMar 31, 2003 to Jul 6, 2009 · Totowa, Nj
Moves
a registration end followed by a registration begin elsewhere
- Eagle Strategies LLC to Oneamerica Securities, Inc.left Aug 29, 2024, registered Oct 9, 2024 (41 days) · Affiliated broker-dealer or bank to another
- Securian Financial Services, Inc. to Eagle Strategies LLCleft Dec 3, 2019, registered Mar 5, 2020 (93 days) · Affiliated broker-dealer or bank to another
- Msi Financial Services, Inc. to Securian Financial Services, Inc.left Mar 6, 2017, registered Mar 10, 2017 (4 days) · Other
- Park Avenue Securities LLC to Msi Financial Services, Inc.left Jul 6, 2009, registered Jun 30, 2009 (-6 days) · Other
Signals
- Robert J Covello left Eagle Strategies Llc for Oneamerica Securities, Inc. (registered 2024-10-09)Aug 29, 2024 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address