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 David Bourland
Feed of 09/15/2026
At current firm
0 y
since Jul 14, 2026
In the industry
29 y
since Feb 21, 1997 (earliest exam, job or registration)
Prior registered firms
8
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
- Arax Advisory Partners BD affiliated currentsince Jul 14, 2026 · Dallas, Tx
- U.S. Capital Wealth Advisors, LLC BD affiliatedJun 30, 2021 to Jul 21, 2026 · Austin, Tx
- Usca Ria LLC formerOct 26, 2015 to Jun 30, 2021 · Dallas, Tx
- Wells Fargo Advisors wirehouseJun 28, 2013 to Oct 27, 2015 · Dallas, Tx
- International Assets Investment Management, LLC BD affiliatedFeb 26, 2013 to Jun 24, 2013 · Orlando, Fl
- Westpark Wealth Advisors, Inc. independent RIAFeb 1, 2013 to Feb 12, 2013 · Grapevine, Tx
- Hilltop Securities Inc. BD affiliatedMay 9, 2008 to Apr 5, 2012 · Southlake, Tx
- Stifel Independent Advisors, LLC BD affiliatedApr 16, 2007 to May 16, 2008 · Southlake, Tx
- Stifel, Nicolaus & Company, Incorporated national BDOct 9, 2001 to Apr 17, 2007 · Southlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- U.S. Capital Wealth Advisors, LLC to Arax Advisory Partnersleft Jul 21, 2026, registered Jul 14, 2026 (-7 days) · corporate re-registration, not a move
- Usca Ria LLC to U.S. Capital Wealth Advisors, LLCleft Jun 30, 2021, registered Jun 30, 2021 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Usca Ria LLCleft Oct 27, 2015, registered Oct 26, 2015 (-1 days) · Other
- International Assets Investment Management, LLC to Wells Fargo Advisorsleft Jun 24, 2013, registered Jun 28, 2013 (4 days) · Other
- Westpark Wealth Advisors, Inc. to International Assets Investment Management, LLCleft Feb 12, 2013, registered Feb 26, 2013 (14 days) · Other
- Hilltop Securities Inc. to Westpark Wealth Advisors, Inc.left Apr 5, 2012, registered Feb 1, 2013 (302 days) · Other
- Stifel Independent Advisors, LLC to Hilltop Securities Inc.left May 16, 2008, registered May 9, 2008 (-7 days) · Other
- Stifel, Nicolaus & Company, Incorporated to Stifel Independent Advisors, LLCleft Apr 17, 2007, registered Apr 16, 2007 (-1 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