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
Tamela Latrease Robinson
Feed of 09/14/2026
Also filed as Tamela Latrease Robinson
At current firm
0 y
since Sep 25, 2025
In the industry
25 y
since Sep 4, 2001 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- RBC Capital Markets, LLC national BD currentsince Sep 25, 2025 · New York, Ny
- Sofi Wealth LLC BD affiliatedJul 13, 2022 to Sep 23, 2025 · San Francisco, Ca
- Wells Fargo Advisors wirehouseApr 13, 2021 to Jul 12, 2022 · Roseville, Ca
- Morgan Stanley wirehouseJan 27, 2020 to Apr 15, 2021 · Pleasanton, Ca
- Wells Fargo Advisors wirehouseJan 2, 2013 to Jan 27, 2020 · Charlotte, Nc
- Nationwide Securities, LLC no RAUMMay 24, 2011 to Apr 18, 2012 · Columbus, Oh
- Stonehurst Securities, Inc. unclassifiedFeb 5, 2008 to Sep 25, 2009 · Lakeside, Ca
- Banc Of America Investment Services, Inc. unclassifiedAug 15, 2005 to Jan 30, 2008 · Roseville, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sofi Wealth LLC to RBC Capital Markets, LLCleft Sep 23, 2025, registered Sep 25, 2025 (2 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Sofi Wealth LLCleft Jul 12, 2022, registered Jul 13, 2022 (1 days) · Wirehouse to independent RIA
- Morgan Stanley to Wells Fargo Advisorsleft Apr 15, 2021, registered Apr 13, 2021 (-2 days) · Wirehouse to wirehouse
- Wells Fargo Advisors to Morgan Stanleyleft Jan 27, 2020, registered Jan 27, 2020 (0 days) · Wirehouse to wirehouse · moved with a team
- Nationwide Securities, LLC to Wells Fargo Advisorsleft Apr 18, 2012, registered Jan 2, 2013 (259 days) · Other
- Stonehurst Securities, Inc. to Nationwide Securities, LLCleft Sep 25, 2009, registered May 24, 2011 (606 days) · Other
- Banc Of America Investment Services, Inc. to Stonehurst Securities, Inc.left Jan 30, 2008, registered Feb 5, 2008 (6 days) · Other
Signals
- Tamela Latrease Robinson left Sofi Wealth Llc for Rbc Capital Markets, Llc (registered 2025-09-25)Sep 23, 2025 · Advisor changed firm · fact
- Tamela Latrease Robinson left Wells Fargo Advisors for Sofi Wealth Llc (registered 2022-07-13)Jul 12, 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
- National broker-dealer RIAderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address