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.
Robert David Schaff
- Title
- Founder & Financial Advisorreportedianetwork.comfirm site, Sep 16, 2026
- Designations
- MBA, CFP, CIMAreportedianetwork.comas printed on the bio page, Sep 16, 2026
- Professional profile
- ianetwork.com/dt_team/robert-d-schaffreportedianetwork.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Ia Network, LLC independent RIA currentsince Mar 25, 2022 · Charlotte, Nc
- Hilton Head Capital Partners, LLC independent RIAMar 8, 2019 to Mar 25, 2022 · Hilton Head Island, Sc
- Odyssey Alliance Wealth Advisors, LLC formerApr 9, 2018 to Jul 13, 2018 · Charlotte, Nc
- Hayden Royal formerJun 3, 2016 to Jan 19, 2018 · Charlotte, Nc
- LPL Financial LLC BD affiliatedJul 15, 2014 to Jun 16, 2016 · Fort Mill, Sc
- Wells Fargo Advisors wirehouseApr 18, 2013 to Jul 14, 2014 · Charlotte, Nc
- LPL Financial LLC BD affiliatedApr 8, 2008 to Mar 26, 2013 · Fort Mill, Sc
- Hilton Head Capital Partners, LLC to Ia Network, LLCleft Mar 25, 2022, registered Mar 25, 2022 (0 days) · RIA to a newly registered adviser
- Odyssey Alliance Wealth Advisors, LLC to Hilton Head Capital Partners, LLCleft Jul 13, 2018, registered Mar 8, 2019 (238 days) · Other
- Hayden Royal to Odyssey Alliance Wealth Advisors, LLCleft Jan 19, 2018, registered Apr 9, 2018 (80 days) · RIA to a newly registered adviser
- LPL Financial LLC to Hayden Royalleft Jun 16, 2016, registered Jun 3, 2016 (-13 days) · Other
- Wells Fargo Advisors to LPL Financial LLCleft Jul 14, 2014, registered Jul 15, 2014 (1 days) · Other
- LPL Financial LLC to Wells Fargo Advisorsleft Mar 26, 2013, registered Apr 18, 2013 (23 days) · Other
- Robert David Schaff left Hilton Head Capital Partners, Llc for Ia Network, Llc (registered 2022-03-25)Mar 25, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address