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 Charles Burks
Feed of 09/15/2026
Also filed as Bobby C Burks
At current firm
0 y
since Jul 31, 2026
In the industry
26 y
since Sep 18, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Jul 31, 2026 · Houston, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 8, 2018 to Aug 4, 2026 · Houston, Tx
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Jun 25, 2018 · Houston, Tx
- Chase Investment Services Corp. formerDec 14, 2005 to Oct 1, 2012 · Houston, Tx
- Wells Fargo Investments, LLC unclassifiedOct 13, 2004 to Nov 30, 2005 · Houston, Tx
- Banc Of America Investment Services, Inc. unclassifiedOct 22, 2002 to Oct 19, 2004 · Richmond, Tx
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Concurrent Investment Advisors, LLCleft Aug 4, 2026, registered Jul 31, 2026 (-4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- J.P. Morgan Securities LLC to Raymond James Financial Services Advisors, Incleft Jun 25, 2018, registered Jun 8, 2018 (-17 days) · Wirehouse to affiliated broker-dealer or bank
- 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
- Wells Fargo Investments, LLC to Chase Investment Services Corp.left Nov 30, 2005, registered Dec 14, 2005 (14 days) · Other
- Banc Of America Investment Services, Inc. to Wells Fargo Investments, LLCleft Oct 19, 2004, registered Oct 13, 2004 (-6 days) · Other
Signals
- Robert Charles Burks left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2026-07-31)Aug 4, 2026 · Advisor changed firm · fact
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address