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
Brian Thomas Robinson
Feed of 09/14/2026
At current firm
14 y
since Feb 3, 2012
In the industry
19 y
since Oct 19, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Feb 3, 2012 · Denver, Co
- Morgan Stanley wirehouseJun 1, 2009 to Feb 8, 2012 · Greenwood Village, Co
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2008 to Jun 1, 2009 · Englewood, Co
- Allianz Global Investors Managed Accounts LLC formerOct 30, 2006 to Aug 17, 2007 · Stamford, Ct
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Robert W. Baird & Co. Incorporatedleft Feb 8, 2012, registered Feb 3, 2012 (-5 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Allianz Global Investors Managed Accounts LLC to Citigroup Global Markets Inc.left Aug 17, 2007, registered May 29, 2008 (286 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address