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 Lane Farmer

Wells Fargo AdvisorswirehouseFort Collins, Codual registrantIAPD 5288038

Feed of 09/14/2026

Also filed as Robert Farmer

At current firm

2 y

since May 22, 2024

In the industry

19 y

since Apr 12, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since May 22, 2024 · Fort Collins, Co
LPL Financial LLC BD affiliated
Oct 4, 2019 to May 23, 2024 · Highlands Ranch, Co
Forta Financial Group, Inc. former
Jul 15, 2014 to Oct 21, 2019 · Austin, Tx
Equitable Advisors, LLC national BD
Mar 17, 2009 to Jun 22, 2010 · Lakewood, Co
Woodbury Financial Services, Inc. former
May 9, 2008 to Mar 18, 2009 · Greenwood Village, Co
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Sep 17, 2007 to Apr 14, 2008 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Wells Fargo Advisors
left May 23, 2024, registered May 22, 2024 (-1 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Forta Financial Group, Inc. to LPL Financial LLC
left Oct 21, 2019, registered Oct 4, 2019 (-17 days) · RIA to affiliated broker-dealer or bank
Equitable Advisors, LLC to Forta Financial Group, Inc.
left Jun 22, 2010, registered Jul 15, 2014 (1484 days) · Other
Woodbury Financial Services, Inc. to Equitable Advisors, LLC
left Mar 18, 2009, registered Mar 17, 2009 (-1 days) · Other
National Planning Corporation ("Npc Of America" In Fl & Ny) to Woodbury Financial Services, Inc.
left Apr 14, 2008, registered May 9, 2008 (25 days) · Other

Signals

Robert Lane Farmer left Lpl Financial Llc for Wells Fargo Advisors (registered 2024-05-22)
May 23, 2024 · 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: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address