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.

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Registered advisor

R••••• L••••••• P•••••

L•• F•••••••• L••BD affiliatedMurrells Inlet, ScIA-onlyIAPD 5902390

Feed of 09/14/2026

Also filed as Robert Porter

At current firm

0 y

since Mar 16, 2026

In the industry

15 y

since May 13, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Mar 16, 2026 · Murrells Inlet, Sc
K•••••••• W••••• M••••••••• L•• independent RIA
Jun 13, 2019 to Mar 17, 2026 · Myrtle Beach, Sc
W•••• F•••• A••••••• wirehouse
Mar 18, 2014 to Jun 18, 2019 · Surfside Beach, Sc
E••••• J•••• national BD
Jul 13, 2011 to Mar 18, 2014 · Murrells Inlet, Sc

Moves

a registration end followed by a registration begin elsewhere

K•••••••• W••••• M••••••••• L•• to L•• F•••••••• L••
left Mar 17, 2026, registered Mar 16, 2026 (-1 days) · RIA to affiliated broker-dealer or bank
W•••• F•••• A••••••• to K•••••••• W••••• M••••••••• L••
left Jun 18, 2019, registered Jun 13, 2019 (-5 days) · Wirehouse to independent RIA
E••••• J•••• to W•••• F•••• A•••••••
left Mar 18, 2014, registered Mar 18, 2014 (0 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Robert Lewallen Porter left Kingsview Wealth Management, Llc for Lpl Financial Llc (registered 2026-03-16)
Mar 17, 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: 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