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 Fleming Feather
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Rob Fleming Feather
At current firm
4 y
since Feb 25, 2022
In the industry
15 y
since Apr 29, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Dimensions Family Office, Inc independent RIA currentsince Sep 29, 2022 · Cincinnati, Oh
- Wealth Dimensions Group, Ltd. independent RIA currentsince Feb 25, 2022 · Cincinnati, Oh
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Jul 7, 2021 · Boston, Ma
- Strategic Advisers LLC national BDOct 29, 2013 to Jul 13, 2018 · Covington, Ky
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Wealth Dimensions Group, Ltd.left Jul 7, 2021, registered Feb 25, 2022 (233 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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