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 Philip Schlangen
Feed of 09/15/2026
At current firm
4 y
since Feb 18, 2022
In the industry
28 y
since Nov 17, 1997 (earliest exam, job or registration)
Prior registered firms
10
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
- Park Walk Investments LLC state registered currentsince Feb 18, 2022 · Austin, Tx
- Park Walk Investments LLC state registeredJan 21, 2022 to Dec 31, 2021 · Austin, Tx
- Park Walk Investments LLC state registeredJan 8, 2021 to Dec 31, 2021 · Austin, Tx
- Sunbelt Securities BD affiliatedJun 26, 2017 to Jan 10, 2019 · Houston, Tx
- Wfg Advisors, LP formerAug 22, 2014 to Jun 22, 2017 · Dallas, Tx
- Fortitude Advisory Group L.L.C. independent RIANov 20, 2013 to Feb 28, 2014 · Gig Harbor, Wa
- Summit Advisor Solutions formerNov 20, 2013 to Feb 28, 2014 · Dallas, Tx
- Next Financial Group, Inc. formerJun 25, 2007 to Jan 30, 2012 · Houston, Tx
- United Planners' Financial Services Of America A Limited Partner independent RIAJan 25, 2007 to May 4, 2007 · Scottsdale, Az
- Sunamerica Securities, Inc. unclassifiedMar 23, 2004 to Apr 14, 2005 · Phoenix, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 8, 1999 to Sep 9, 2003 · La Mesa, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sunbelt Securities to Park Walk Investments LLCleft Jan 10, 2019, registered Jan 8, 2021 (729 days) · RIA to a state-registered adviser
- Wfg Advisors, LP to Sunbelt Securitiesleft Jun 22, 2017, registered Jun 26, 2017 (4 days) · Other
- Summit Advisor Solutions to Fortitude Advisory Group L.L.C.left Feb 28, 2014, registered Nov 20, 2013 (-100 days) · Other
- Fortitude Advisory Group L.L.C. to Wfg Advisors, LPleft Feb 28, 2014, registered Aug 22, 2014 (175 days) · Other
- Next Financial Group, Inc. to Summit Advisor Solutionsleft Jan 30, 2012, registered Nov 20, 2013 (660 days) · Other
- United Planners' Financial Services Of America A Limited Partner to Next Financial Group, Inc.left May 4, 2007, registered Jun 25, 2007 (52 days) · Other
- Sunamerica Securities, Inc. to United Planners' Financial Services Of America A Limited Partnerleft Apr 14, 2005, registered Jan 25, 2007 (651 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sunamerica Securities, Inc.left Sep 9, 2003, registered Mar 23, 2004 (196 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
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address