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 Anthony Egan
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Feb 10, 2025
In the industry
15 y
since Jun 8, 2011 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Feb 10, 2025 · New York, Ny
- Cetera Investment Advisers LLC BD affiliatedNov 12, 2020 to Feb 12, 2025 · Fairfield, Nj
- First Allied Advisory Services, Inc. formerJul 2, 2012 to Nov 12, 2020 · Chesterfield, Mo
- First Allied Securities, Inc. formerAug 3, 2011 to Jul 2, 2012 · San Diego, Ca
- New England Securities Corporation formerJun 17, 2011 to Aug 4, 2011 · Fairfield, Nj
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Cambridge Investment Research Advisors, Inc.left Feb 12, 2025, registered Feb 10, 2025 (-2 days) · Affiliated broker-dealer or bank to another
- First Allied Advisory Services, Inc. to Cetera Investment Advisers LLCleft Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
- First Allied Securities, Inc. to First Allied Advisory Services, Inc.left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move
- New England Securities Corporation to First Allied Securities, Inc.left Aug 4, 2011, registered Aug 3, 2011 (-1 days) · Other
Signals
- Robert Anthony Egan left Cetera Investment Advisers Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-02-10)Feb 12, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address