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
Robin Rodgers Dolezal
Certified Financial Planner
Feed of 09/14/2026
At current firm
16 y
since Oct 8, 2009
In the industry
23 y
since Jul 24, 2003 (earliest exam, job or registration)
Prior registered firms
2
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
- Ironwood Financial, LLC independent RIA currentsince Oct 8, 2009 · Tucson, Az
- Next Financial Group, Inc. formerApr 20, 2006 to Sep 4, 2014 · Tucson, Az
- Marathon Advisors, Inc unclassifiedNov 10, 2003 to Jun 5, 2006 · Tucson, Az
Moves
a registration end followed by a registration begin elsewhere
- Next Financial Group, Inc. to Ironwood Financial, LLCleft Sep 4, 2014, registered Oct 8, 2009 (-1792 days) · Other
- Marathon Advisors, Inc to Next Financial Group, Inc.left Jun 5, 2006, registered Apr 20, 2006 (-46 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address