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.
- Business email
- robert@rlbfinancial.comreportedrlbfinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R•• F•••••••• independent RIA currentsince Jun 9, 2015 · Springfield, Mo
- R•• F•••••••• independent RIAOct 8, 2009 to Dec 31, 2014 · Springfield, Mo
- E••••••• I••••••••• A•••••••• L•• unclassifiedJun 1, 2009 to Jul 22, 2009 · Springfield, Mo
- R•••••• W••••• A•••••••• I••• independent RIAJul 10, 2008 to Feb 13, 2009 · Springfield, Mo
- I•••••••• A•••••••• L•• BD affiliatedFeb 11, 2008 to Jun 30, 2008 · Springfield, Mo
- E••••••• I••••••••• A•••••••• L•• to R•• F••••••••left Jul 22, 2009, registered Oct 8, 2009 (78 days) · Other
- R•••••• W••••• A•••••••• I••• to E••••••• I••••••••• A•••••••• L••left Feb 13, 2009, registered Jun 1, 2009 (108 days) · Other
- I•••••••• A•••••••• L•• to R•••••• W••••• A•••••••• I•••left Jun 30, 2008, registered Jul 10, 2008 (10 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address