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 James Mccullock
Certified Financial Planner
Feed of 09/14/2026
Also filed as Robert James Mccullock
At current firm
13 y
since Sep 13, 2013
In the industry
28 y
since Jan 7, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Pure Financial Advisors, LLC independent RIA currentsince Sep 13, 2013 · San Diego, Ca
- Td Ameritrade Investment Management, LLC formerApr 25, 2006 to Aug 26, 2013 · Carlsbad, Ca
- Td Ameritrade, Inc. formerAug 16, 2004 to Aug 26, 2013 · Carlsbad, Ca
- Charles Schwab & Co., Inc. national BDJun 27, 2002 to Jun 8, 2004 · Temecula, Ca
- Charles Schwab & Co., Inc. national BDMay 16, 2000 to May 15, 2002 · Carmel, Ca
Moves
a registration end followed by a registration begin elsewhere
- Td Ameritrade Investment Management, LLC to Pure Financial Advisors, LLCleft Aug 26, 2013, registered Sep 13, 2013 (18 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Aug 26, 2013, registered Apr 25, 2006 (-2680 days) · channel change inside one enterprise, not a move
- Charles Schwab & Co., Inc. to Td Ameritrade, Inc.left Jun 8, 2004, registered Aug 16, 2004 (69 days) · Affiliated broker-dealer or bank to a newly registered adviser
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