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 Arthur Koba
Feed of 09/14/2026
Also filed as Bobby Koba
At current firm
6 y
since Sep 19, 2019
In the industry
21 y
since Jan 1, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Sep 19, 2019 · La Mesa, Ca
- Cuso Financial Services, L.P. formerJun 20, 2017 to Sep 18, 2019 · La Mesa, Ca
- The Wealth Consulting Group independent RIAFeb 3, 2015 to Jun 14, 2017 · San Diego, Ca
- New England Securities Corporation formerSep 19, 2013 to Jan 6, 2015 · San Diego, Ca
- Pruco Securities, LLC no RAUMJan 16, 2008 to Aug 27, 2013 · Sherman Oaks, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cuso Financial Services, L.P. to Raymond James Financial Services Advisors, Incleft Sep 18, 2019, registered Sep 19, 2019 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
- The Wealth Consulting Group to Cuso Financial Services, L.P.left Jun 14, 2017, registered Jun 20, 2017 (6 days) · Other
- New England Securities Corporation to The Wealth Consulting Groupleft Jan 6, 2015, registered Feb 3, 2015 (28 days) · Other
- Pruco Securities, LLC to New England Securities Corporationleft Aug 27, 2013, registered Sep 19, 2013 (23 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address