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 Barrett Schilling
Feed of 09/14/2026
Also filed as Bert Schilling
At current firm
1 y
since Jan 9, 2025
In the industry
29 y
since Jul 11, 1997 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
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
- Realta Investment Advisors, Inc BD affiliated currentsince Jan 9, 2025 · Stevensville, Md
- United Planners' Financial Services Of America A Limited Partner independent RIAMar 22, 2012 to May 7, 2020 · Scottsdale, Az
- Cetera Advisor Networks LLC formerDec 19, 2005 to Mar 8, 2012 · Sewickley, Pa
- Blue Vase Securities, LLC unclassifiedMay 5, 2004 to Dec 31, 2005 · Ashton, Md
- Baker Schilling, Inc. unclassifiedJul 8, 2003 to Dec 8, 2005 · Washington, Dc
- LPL Financial LLC BD affiliatedJan 10, 2003 to May 18, 2004 · Washington, Dc
- Morgan Stanley Dw Inc. unclassifiedNov 14, 1997 to Nov 20, 2002 · West Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- United Planners' Financial Services Of America A Limited Partner to Realta Investment Advisors, Incleft May 7, 2020, registered Jan 9, 2025 (1708 days) · RIA to affiliated broker-dealer or bank
- Cetera Advisor Networks LLC to United Planners' Financial Services Of America A Limited Partnerleft Mar 8, 2012, registered Mar 22, 2012 (14 days) · Other
- Blue Vase Securities, LLC to Cetera Advisor Networks LLCleft Dec 31, 2005, registered Dec 19, 2005 (-12 days) · Other
- Baker Schilling, Inc. to Blue Vase Securities, LLCleft Dec 8, 2005, registered May 5, 2004 (-582 days) · Other
- LPL Financial LLC to Baker Schilling, Inc.left May 18, 2004, registered Jul 8, 2003 (-315 days) · Other
- Morgan Stanley Dw Inc. to LPL Financial LLCleft Nov 20, 2002, registered Jan 10, 2003 (51 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address