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 William Quinlan
Certified Financial Planner
Feed of 09/15/2026
Also filed as Bob Quinlan
At current firm
1 y
since Jan 2, 2025
In the industry
26 y
since May 31, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Q Capital Solutions independent RIA currentsince Jan 2, 2025 · Sea Girt, Nj
- Private Portfolio Partners, LLC formerMar 7, 2016 to Aug 14, 2018 · Manasquan, Nj
- Insight Private Advisors, LLC formerJan 5, 2015 to May 2, 2016 · Manasquan, Nj
- LPL Financial LLC BD affiliatedMar 23, 2007 to Oct 28, 2015 · Manaquan, Nj
- Osaic Wealth, Inc. BD affiliatedFeb 28, 2007 to Mar 23, 2007 · Asbury Park, Nj
- Fisher Investments independent RIAMay 24, 2006 to Jan 16, 2007 · Wall Twp, Nj
- Msi Financial Services, Inc. formerJun 24, 2003 to Jun 1, 2006 · Wall, Nj
- Equitable Advisors, LLC national BDJul 31, 2002 to Jun 16, 2003 · Manasquan, Nj
Moves
a registration end followed by a registration begin elsewhere
- Private Portfolio Partners, LLC to Q Capital Solutionsleft Aug 14, 2018, registered Jan 2, 2025 (2333 days) · RIA to RIA
- Insight Private Advisors, LLC to Private Portfolio Partners, LLCleft May 2, 2016, registered Mar 7, 2016 (-56 days) · Other · moved with a team
- LPL Financial LLC to Insight Private Advisors, LLCleft Oct 28, 2015, registered Jan 5, 2015 (-296 days) · Other · moved with a team
- Osaic Wealth, Inc. to LPL Financial LLCleft Mar 23, 2007, registered Mar 23, 2007 (0 days) · Other
- Fisher Investments to Osaic Wealth, Inc.left Jan 16, 2007, registered Feb 28, 2007 (43 days) · Other
- Msi Financial Services, Inc. to Fisher Investmentsleft Jun 1, 2006, registered May 24, 2006 (-8 days) · Other
- Equitable Advisors, LLC to Msi Financial Services, Inc.left Jun 16, 2003, registered Jun 24, 2003 (8 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address