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 Charles Knode
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bobby C. Knode
At current firm
1 y
since Jul 1, 2025
In the industry
18 y
since Oct 22, 2007 (earliest exam, job or registration)
Prior registered firms
5
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Knode Wealth Management LLC state registered currentsince Jul 1, 2025 · Plano, Tx
- Quadcap Wealth Management, LLC independent RIAMay 14, 2019 to Jan 13, 2025 · Frisco, Tx
- Exencial Wealth Advisors formerApr 29, 2015 to Feb 8, 2019 · Frisco, Tx
- Weaver Wealth Management formerJan 13, 2014 to Apr 6, 2015 · Dallas, Tx
- LPL Financial LLC BD affiliatedAug 16, 2011 to Jun 26, 2012 · Richardson, Tx
- Goldman Sachs Wealth Services, L.P. BD affiliatedOct 26, 2007 to Apr 20, 2010 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Quadcap Wealth Management, LLC to Knode Wealth Management LLCleft Jan 13, 2025, registered Jul 1, 2025 (169 days) · RIA to a state-registered adviser
- Exencial Wealth Advisors to Quadcap Wealth Management, LLCleft Feb 8, 2019, registered May 14, 2019 (95 days) · RIA to RIA
- Weaver Wealth Management to Exencial Wealth Advisorsleft Apr 6, 2015, registered Apr 29, 2015 (23 days) · Other
- LPL Financial LLC to Weaver Wealth Managementleft Jun 26, 2012, registered Jan 13, 2014 (566 days) · Other
- Goldman Sachs Wealth Services, L.P. to LPL Financial LLCleft Apr 20, 2010, registered Aug 16, 2011 (483 days) · Other
Signals
- Robert Charles Knode left Quadcap Wealth Management, Llc for Knode Wealth Management Llc (registered 2025-07-01)Jan 13, 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
- STATE REGISTEREDderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address