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
Scott Lee Robinson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Scott Robinson
At current firm
8 y
since Feb 14, 2018
In the industry
23 y
since Jul 11, 2003 (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
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
- LPL Financial LLC BD affiliated currentsince Feb 14, 2018 · Denton, Tx
- Rfg Wealth Advisory independent RIAMay 6, 2015 to Mar 13, 2017 · Argyle, Tx
- Invest Financial Corporation formerDec 4, 2003 to Feb 14, 2018 · Denton, Tx
- Veravest Investment Advisors, Inc. unclassifiedJul 25, 2003 to Dec 11, 2003 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Invest Financial Corporation to Rfg Wealth Advisoryleft Feb 14, 2018, registered May 6, 2015 (-1015 days) · Other
- Rfg Wealth Advisory to LPL Financial LLCleft Mar 13, 2017, registered Feb 14, 2018 (338 days) · RIA to RIA · moved with a team
- Veravest Investment Advisors, Inc. to Invest Financial Corporationleft Dec 11, 2003, registered Dec 4, 2003 (-7 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address