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 Barclift Borden
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Jun 12, 2025
In the industry
20 y
since Jan 25, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Jun 12, 2025 · Plymouth, Mn
- Mariner BD affiliatedFeb 10, 2022 to Jun 25, 2025 · Amarillo, Tx
- Mercer Global Advisors Inc. independent RIAJan 29, 2021 to Jan 25, 2022 · Houston, Tx
- Bellatore Financial, Inc. independent RIAJan 3, 2019 to Sep 30, 2020 · The Woodlands, Tx
- Hfg Wealth Management, LLC independent RIAJun 26, 2018 to Sep 18, 2020 · The Woodlands, Tx
- Symphony Financial, Ltd. Co. independent RIAJun 1, 2017 to Jan 25, 2018 · Houston, Tx
- Paul Comstock Partners independent RIASep 9, 2011 to Sep 12, 2016 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Mariner to Wealth Enhancement Advisory Services, LLCleft Jun 25, 2025, registered Jun 12, 2025 (-13 days) · Affiliated broker-dealer or bank to another
- Mercer Global Advisors Inc. to Marinerleft Jan 25, 2022, registered Feb 10, 2022 (16 days) · RIA to affiliated broker-dealer or bank
- Bellatore Financial, Inc. to Mercer Global Advisors Inc.left Sep 30, 2020, registered Jan 29, 2021 (121 days) · RIA to RIA
- Hfg Wealth Management, LLC to Bellatore Financial, Inc.left Sep 18, 2020, registered Jan 3, 2019 (-624 days) · RIA to RIA
- Symphony Financial, Ltd. Co. to Hfg Wealth Management, LLCleft Jan 25, 2018, registered Jun 26, 2018 (152 days) · Other
- Paul Comstock Partners to Symphony Financial, Ltd. Co.left Sep 12, 2016, registered Jun 1, 2017 (262 days) · Other
Signals
- Robert Barclift Borden left Mariner for Wealth Enhancement Advisory Services, Llc (registered 2025-06-12)Jun 25, 2025 · Advisor changed firm · fact
- Robert Barclift Borden left Mercer Global Advisors Inc. for Mariner (registered 2022-02-10)Jan 25, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address