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 Edward Burks
Certified Financial Planner
Feed of 09/15/2026
Also filed as Robert E Burks
At current firm
1 y
since Aug 22, 2025
In the industry
15 y
since Dec 1, 2010 (earliest exam, job or registration)
Prior registered firms
5
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Frost Investment Services BD affiliated currentsince Aug 22, 2025 · San Antonio, Tx
- Strategic Advisers LLC national BDMar 31, 2025 to Aug 25, 2025 · Katy, Tx
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDJun 12, 2015 to Jul 13, 2018 · Franklin, Tn
- MML Investors Services, LLC BD affiliatedJun 23, 2014 to Apr 13, 2015 · Brentwood, Tn
- Usaa Financial Planning Services formerDec 9, 2010 to May 6, 2014 · Addison, Tx
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Frost Investment Servicesleft Aug 25, 2025, registered Aug 22, 2025 (-3 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- MML Investors Services, LLC to Strategic Advisers LLCleft Apr 13, 2015, registered Jun 12, 2015 (60 days) · Other
- Usaa Financial Planning Services to MML Investors Services, LLCleft May 6, 2014, registered Jun 23, 2014 (48 days) · Other
Signals
- Robert Edward Burks left Strategic Advisers Llc for Frost Investment Services (registered 2025-08-22)Aug 25, 2025 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address