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
Roberto Alexandro Blanco
Feed of 09/15/2026
Also filed as Bobby A Blanco
At current firm
7 y
since Aug 30, 2019
In the industry
30 y
since Aug 2, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
9
current, as an IAR
Firms today
2
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Sep 18, 2024 · El Paso, Tx
- Osaic Advisory Services, LLC BD affiliated currentsince Aug 30, 2019 · Atlanta, Ga
- M Holdings Securities, Inc. BD affiliatedApr 15, 2016 to Aug 30, 2019 · Portland, Or
- Investors Capital Advisory formerSep 3, 2009 to May 3, 2016 · Lynnfield, Ma
- LPL Financial LLC BD affiliatedJun 15, 2006 to Sep 16, 2009 · Houston, Tx
- Woodbury Financial Services, Inc. formerAug 23, 2004 to Jun 14, 2006 · El Paso, Tx
- Eagle Strategies LLC BD affiliatedNov 9, 2001 to Jul 27, 2004 · El Paso, Tx
Moves
a registration end followed by a registration begin elsewhere
- M Holdings Securities, Inc. to Osaic Advisory Services, LLCleft Aug 30, 2019, registered Aug 30, 2019 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Investors Capital Advisory to M Holdings Securities, Inc.left May 3, 2016, registered Apr 15, 2016 (-18 days) · Other · moved with a team
- LPL Financial LLC to Investors Capital Advisoryleft Sep 16, 2009, registered Sep 3, 2009 (-13 days) · Other
- Woodbury Financial Services, Inc. to LPL Financial LLCleft Jun 14, 2006, registered Jun 15, 2006 (1 days) · Other
- Eagle Strategies LLC to Woodbury Financial Services, Inc.left Jul 27, 2004, registered Aug 23, 2004 (27 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address