RIA Intelligence

Professional profile

linkedin.com/in/gerald-robinson-cfpreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• A•••••• R••••••• C•••••• independent RIA current
  since Oct 29, 2012 · Flower Mound, Tx
• L•• F•••••••• L•• BD affiliated
  Apr 3, 2009 to Jun 11, 2013 · San Diego, Ca
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  May 10, 2002 to Apr 6, 2009 · Fort Worth, Tx
• U•• F•••••••• S••••••• I••• wirehouse
  Apr 26, 1999 to May 24, 2002 · Fort Worth, Tx

• L•• F•••••••• L•• to A•••••• R••••••• C••••••
  left Jun 11, 2013, registered Oct 29, 2012 (-225 days) · Other
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••
  left Apr 6, 2009, registered Apr 3, 2009 (-3 days) · Other
• U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
  left May 24, 2002, registered May 10, 2002 (-14 days) · Wirehouse to wirehouse

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address