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
Quentin Leroy Robb
Feed of 09/14/2026
At current firm
0 y
since Jun 23, 2026
In the industry
28 y
since Feb 17, 1998 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Consolidated Portfolio Review Corp independent RIA currentsince Jun 23, 2026 · Woodbury, Ny
- Parsonex Advisory Services, Inc. independent RIAJun 15, 2015 to Sep 16, 2015 · Fort Collins, Co
- Girard Securities, Inc. formerJan 23, 2015 to Jun 3, 2015 · Fort Collins, Co
- United Capital Financial Advisors independent RIANov 14, 2014 to Jan 26, 2015 · Fort Collins, Co
- Waddell & Reed formerMar 6, 2014 to Nov 24, 2014 · Fort Collins, Co
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Jan 16, 2014 · Fort Collins, Co
- Chase Investment Services Corp. formerOct 6, 2011 to Oct 1, 2012 · Ft Collins, Co
- Morgan Stanley wirehouseJun 1, 2009 to Oct 12, 2011 · Greenwood Village, Co
- Citigroup Global Markets Inc. BD affiliatedJul 7, 2005 to Jun 1, 2009 · Englewood, Co
- Morgan Stanley Dw Inc. unclassifiedAug 10, 2000 to Jul 7, 2005 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Parsonex Advisory Services, Inc. to Consolidated Portfolio Review Corpleft Sep 16, 2015, registered Jun 23, 2026 (3933 days) · Other
- Girard Securities, Inc. to Parsonex Advisory Services, Inc.left Jun 3, 2015, registered Jun 15, 2015 (12 days) · Other
- United Capital Financial Advisors to Girard Securities, Inc.left Jan 26, 2015, registered Jan 23, 2015 (-3 days) · Other
- Waddell & Reed to United Capital Financial Advisorsleft Nov 24, 2014, registered Nov 14, 2014 (-10 days) · Other
- J.P. Morgan Securities LLC to Waddell & Reedleft Jan 16, 2014, registered Mar 6, 2014 (49 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Morgan Stanley to Chase Investment Services Corp.left Oct 12, 2011, registered Oct 6, 2011 (-6 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Citigroup Global Markets Inc.left Jul 7, 2005, registered Jul 7, 2005 (0 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address