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
Robin Cochrane Yacovetta
Certified Financial Planner
Feed of 09/14/2026
Also filed as Robin Cochrane Yacovetta
At current firm
4 y
since Sep 21, 2021
In the industry
18 y
since Jan 1, 2008 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Manning & Napier Advisors, LLC mixed wealth currentsince Sep 21, 2021 · Mableton, Ga
- Creative Planning independent RIAJan 6, 2021 to Aug 30, 2021 · Atlanta, Ga
- Truewealth Management formerJan 23, 2019 to Oct 8, 2020 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning to Manning & Napier Advisors, LLCleft Aug 30, 2021, registered Sep 21, 2021 (22 days) · RIA to RIA
- Truewealth Management to Creative Planningleft Oct 8, 2020, registered Jan 6, 2021 (90 days) · RIA to RIA · moved with a team
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address