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.
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Registered advisor
R••••• G••••• W•••••
Feed of 09/15/2026
Also filed as Bob W•••••
At current firm
0 y
since Nov 7, 2025
In the industry
27 y
since Mar 3, 1999 (earliest exam, job or registration)
Prior registered firms
12
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Sep 10, 2026 · Boise, Id
- O•••• A••••••• S•••••••• L•• BD affiliated currentsince Nov 7, 2025 · Meridian, Id
- O•••• I••••••••• I••• BD affiliatedNov 14, 2025 to Sep 11, 2026 · Meridiam, Id
- P•• A••••••• independent RIAMar 15, 2024 to Nov 10, 2025 · Meridian, Id
- A••••••••• F•••••••• S•••••••• L•• national BDMay 18, 2020 to Jan 24, 2025 · Meridian, Id
- L•• F•••••••• L•• BD affiliatedNov 30, 2016 to Jun 5, 2020 · Kalispell, Mt
- C••••• I••••••••• A••••••• L•• BD affiliatedMar 8, 2016 to Nov 30, 2016 · Kalispell, Mt
- L•• F•••••••• L•• BD affiliatedSep 5, 2014 to Mar 9, 2016 · Missoula, Mt
- L•• F•••••••• L•• BD affiliatedOct 28, 2010 to Sep 20, 2012 · Kalispell, Mt
- C••• F•••••••• S•••••••• L••• formerOct 5, 2009 to May 3, 2010 · San Diego, Ca
- L•• F•••••••• L•• BD affiliatedJul 20, 2007 to Oct 13, 2009 · Kalispell, Mt
- W•••• F•••• I••••••••• L•• unclassifiedFeb 14, 2003 to Jul 23, 2007 · Kalispell, Mt
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 10, 2002 to Feb 21, 2003 · Spokane, Wa
- C•••••••• G••••• M•••••• I••• BD affiliatedMar 21, 2000 to May 23, 2002 · Lewiston, Id
Moves
a registration end followed by a registration begin elsewhere
- O•••• I••••••••• I••• to L•• F•••••••• L••left Sep 11, 2026, registered Sep 10, 2026 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- P•• A••••••• to O•••• A••••••• S•••••••• L••left Nov 10, 2025, registered Nov 7, 2025 (-3 days) · RIA to affiliated broker-dealer or bank · moved with a team
- A••••••••• F•••••••• S•••••••• L•• to P•• A•••••••left Jan 24, 2025, registered Mar 15, 2024 (-315 days) · Affiliated broker-dealer or bank to independent RIA
- L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Jun 5, 2020, registered May 18, 2020 (-18 days) · Affiliated broker-dealer or bank to another
- C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••left Nov 30, 2016, registered Nov 30, 2016 (0 days) · corporate re-registration, not a move
- L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••left Mar 9, 2016, registered Mar 8, 2016 (-1 days) · Other
- C••• F•••••••• S•••••••• L••• to L•• F•••••••• L••left May 3, 2010, registered Oct 28, 2010 (178 days) · Other
- L•• F•••••••• L•• to C••• F•••••••• S•••••••• L•••left Oct 13, 2009, registered Oct 5, 2009 (-8 days) · Other
- W•••• F•••• I••••••••• L•• to L•• F•••••••• L••left Jul 23, 2007, registered Jul 20, 2007 (-3 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• I••••••••• L••left Feb 21, 2003, registered Feb 14, 2003 (-7 days) · Other
- C•••••••• G••••• M•••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 23, 2002, registered May 10, 2002 (-13 days) · Other
Signals
- R••••• G••••• W••••• left O•••• I••••••••• I••• for L•• F•••••••• L•• (registered 2026-09-10)Sep 11, 2026 · Advisor changed firm · fact
- R••••• G••••• W••••• left P•• A••••••• for O•••• A••••••• S•••••••• L•• (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- R••••• G••••• W••••• left A••••••••• F•••••••• S•••••••• L•• for P•• A••••••• (registered 2024-03-15)Jan 24, 2025 · 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address