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 Lane Dahse
Certified Financial Planner
Feed of 09/15/2026
Also filed as Rob L. Dahse
At current firm
0 y
since Mar 23, 2026
In the industry
24 y
since Mar 22, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Victory Financial independent RIA currentsince Mar 23, 2026 · Austin, Tx
- Isc Advisors, Inc. mixed wealthApr 22, 2013 to Mar 17, 2026 · Dallas, Tx
- Institutional Securities Corporation formerNov 8, 2012 to Dec 31, 2013 · Dallas, Tx
- Planmember Securities Corporation independent RIAJul 11, 2005 to Oct 26, 2011 · Kyle, Tx
Moves
a registration end followed by a registration begin elsewhere
- Isc Advisors, Inc. to Victory Financialleft Mar 17, 2026, registered Mar 23, 2026 (6 days) · RIA to RIA · moved with a team
- Institutional Securities Corporation to Isc Advisors, Inc.left Dec 31, 2013, registered Apr 22, 2013 (-253 days) · Other
- Planmember Securities Corporation to Institutional Securities Corporationleft Oct 26, 2011, registered Nov 8, 2012 (379 days) · Other
Signals
- Robert Lane Dahse left Isc Advisors, Inc. for Victory Financial (registered 2026-03-23)Mar 17, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address