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 Grant Forys
Feed of 09/14/2026
Also filed as Robert G Forys
At current firm
12 y
since Oct 31, 2013
In the industry
24 y
since Jun 12, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- U.S. Bancorp Advisors, LLC BD affiliated currentsince Oct 31, 2013 · Seattle, Wa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to Sep 30, 2013 · Seattle, Wa
- Banc Of America Investment Services, Inc. unclassifiedNov 19, 2007 to Oct 23, 2009 · Seattle, Wa
- First Horizon Advisors, Inc formerOct 11, 2006 to Nov 21, 2007 · Seattle, Wa
- Banc Of America Investment Services, Inc. unclassifiedMay 10, 2004 to Mar 2, 2006 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to U.S. Bancorp Advisors, LLCleft Sep 30, 2013, registered Oct 31, 2013 (31 days) · Other
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- First Horizon Advisors, Inc to Banc Of America Investment Services, Inc.left Nov 21, 2007, registered Nov 19, 2007 (-2 days) · Other
- Banc Of America Investment Services, Inc. to First Horizon Advisors, Incleft Mar 2, 2006, registered Oct 11, 2006 (223 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address