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
Alondra Robles
Feed of 09/14/2026
Also filed as Alondra Robles
At current firm
0 y
since Oct 9, 2025
In the industry
18 y
since Oct 31, 2007 (earliest exam, job or registration)
Prior registered firms
6
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Oct 9, 2025 · Midland, Tx
- Steward Partners Investment Advisory, LLC BD affiliatedMar 20, 2023 to Oct 10, 2025 · Midland, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 20, 2017 to Mar 17, 2023 · New York, Ny
- J.P. Morgan Securities LLC wirehouseDec 20, 2016 to Oct 12, 2017 · New York, Ny
- Usca Ria LLC formerJun 13, 2014 to Sep 10, 2015 · Houston, Tx
- Barclays Capital Inc. formerJan 21, 2009 to Jun 13, 2014 · New York, Ny
- Lehman Brothers Inc. unclassifiedNov 1, 2007 to Oct 15, 2008 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Steward Partners Investment Advisory, LLC to LPL Financial LLCleft Oct 10, 2025, registered Oct 9, 2025 (-1 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Steward Partners Investment Advisory, LLCleft Mar 17, 2023, registered Mar 20, 2023 (3 days) · Wirehouse to affiliated broker-dealer or bank
- J.P. Morgan Securities LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 12, 2017, registered Oct 20, 2017 (8 days) · Wirehouse to wirehouse · moved with a team
- Usca Ria LLC to J.P. Morgan Securities LLCleft Sep 10, 2015, registered Dec 20, 2016 (467 days) · Other
- Barclays Capital Inc. to Usca Ria LLCleft Jun 13, 2014, registered Jun 13, 2014 (0 days) · Other
- Lehman Brothers Inc. to Barclays Capital Inc.left Oct 15, 2008, registered Jan 21, 2009 (98 days) · corporate re-registration, not a move
Signals
- Alondra Robles left Steward Partners Investment Advisory, Llc for Lpl Financial Llc (registered 2025-10-09)Oct 10, 2025 · Advisor changed firm · fact
- Alondra Robles left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Steward Partners Investment Advisory, Llc (registered 2023-03-20)Mar 17, 2023 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address