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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••••• B••••••••• P•••••

C•••••••institutionalCharlotte, NcIA-onlyIAPD 4813267

Feed of 09/14/2026

Also filed as Robert Bradley Propst

At current firm

2 y

since Jul 30, 2024

In the industry

22 y

since Aug 10, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• institutional current
since Jul 30, 2024 · Charlotte, Nc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 31, 2023 to Jul 12, 2024 · Birmingham, Al
E•••••• A••••••• G••••• L•• BD affiliated
Jun 14, 2022 to Aug 16, 2023 · Greenwood Village, Co
A••••• A•• P••••••• S••••••• BD affiliated
May 8, 2012 to Apr 29, 2022 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••
left Jul 12, 2024, registered Jul 30, 2024 (18 days) · Other
E•••••• A••••••• G••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 16, 2023, registered Jul 31, 2023 (-16 days) · Affiliated broker-dealer or bank to wirehouse
A••••• A•• P••••••• S••••••• to E•••••• A••••••• G••••• L••
left Apr 29, 2022, registered Jun 14, 2022 (46 days) · Affiliated broker-dealer or bank to another

Signals

R••••• B••••••••• P••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for Captrust (registered 2024-07-30)
Jul 12, 2024 · Advisor changed firm · fact
R••••• B••••••••• P••••• left E•••••• A••••••• G••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-07-31)
Aug 16, 2023 · Advisor changed firm · fact
R••••• B••••••••• P••••• left A••••• A•• P••••••• S••••••• for E•••••• A••••••• G••••• L•• (registered 2022-06-14)
Apr 29, 2022 · 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: Institutional managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address