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
Casey John Robinson
Certified Financial Planner
Feed of 09/15/2026
Also filed as Casey J. Robinson
At current firm
0 y
since Aug 31, 2026
In the industry
15 y
since Jun 2, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Confluence Financial Partners independent RIA currentsince Aug 31, 2026 · Pittsburgh, Pa
- Kestra Advisory Services, LLC BD affiliatedMay 13, 2026 to Aug 28, 2026 · Austin, Tx
- Waldron Private Wealth independent RIAJul 25, 2014 to Jan 14, 2026 · Bridgeville, Pa
- Pnc Wealth Management BD affiliatedJun 3, 2011 to Jun 11, 2014 · Monroeville, Pa
Moves
a registration end followed by a registration begin elsewhere
- Kestra Advisory Services, LLC to Confluence Financial Partnersleft Aug 28, 2026, registered Aug 31, 2026 (3 days) · Affiliated broker-dealer or bank to independent RIA
- Waldron Private Wealth to Kestra Advisory Services, LLCleft Jan 14, 2026, registered May 13, 2026 (119 days) · RIA to affiliated broker-dealer or bank
- Pnc Wealth Management to Waldron Private Wealthleft Jun 11, 2014, registered Jul 25, 2014 (44 days) · Other
Signals
- Casey John Robinson left Kestra Advisory Services, Llc for Confluence Financial Partners (registered 2026-08-31)Aug 28, 2026 · Advisor changed firm · fact
- Casey John Robinson left Waldron Private Wealth for Kestra Advisory Services, Llc (registered 2026-05-13)Jan 14, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address