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
Nathan M Robnett
Personal Financial Specialist
Feed of 09/14/2026
At current firm
1 y
since Sep 5, 2025
In the industry
25 y
since Jun 27, 2001 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
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
- Cetera Investment Advisers LLC BD affiliated currentsince Sep 5, 2025 · Austin, Tx
- Avantax Advisory Services formerOct 25, 2019 to Sep 5, 2025 · Austin, Tx
- 1st Global Advisors Inc formerJun 28, 2019 to Oct 25, 2019 · Austin, Tx
- Woodbury Financial Services, Inc. formerApr 16, 2015 to Jul 2, 2019 · San Marcos, Tx
- Next Financial Group, Inc. formerJan 6, 2010 to Apr 17, 2015 · Austin, Tx
- 1st Global Advisors Inc formerOct 24, 2008 to Dec 23, 2009 · Austin, Tx
- LPL Financial LLC BD affiliatedMay 27, 2004 to Sep 30, 2005 · Austin, Tx
- MML Investors Services, LLC BD affiliatedApr 4, 2003 to Jun 10, 2004 · Austin, Tx
- Veravest Investment Advisors, Inc. unclassifiedJun 27, 2001 to Dec 11, 2002 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
- 1st Global Advisors Inc to Avantax Advisory Servicesleft Oct 25, 2019, registered Oct 25, 2019 (0 days) · corporate re-registration, not a move
- Woodbury Financial Services, Inc. to 1st Global Advisors Incleft Jul 2, 2019, registered Jun 28, 2019 (-4 days) · Affiliated broker-dealer or bank to another
- Next Financial Group, Inc. to Woodbury Financial Services, Inc.left Apr 17, 2015, registered Apr 16, 2015 (-1 days) · Other
- 1st Global Advisors Inc to Next Financial Group, Inc.left Dec 23, 2009, registered Jan 6, 2010 (14 days) · Other
- LPL Financial LLC to 1st Global Advisors Incleft Sep 30, 2005, registered Oct 24, 2008 (1120 days) · Other
- MML Investors Services, LLC to LPL Financial LLCleft Jun 10, 2004, registered May 27, 2004 (-14 days) · Other
- Veravest Investment Advisors, Inc. to MML Investors Services, LLCleft Dec 11, 2002, registered Apr 4, 2003 (114 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address