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
Philip Krebsbach
Feed of 09/14/2026
Also filed as Philip David Krebsbach
At current firm
1 y
since Mar 31, 2025
In the industry
14 y
since Jan 30, 2012 (earliest exam, job or registration)
Prior registered firms
4
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
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · San Antonio, Tx
- Fidelity Personal And Workplace Advisors formerOct 12, 2022 to Mar 31, 2025 · San Antonio, Tx
- Usaa Investment Services Company no RAUMJan 8, 2018 to Sep 14, 2022 · San Antonio, Tx
- Usaa Financial Planning Services formerFeb 10, 2017 to Jan 8, 2018 · San Antonio, Tx
- Securian Financial Services, Inc. formerFeb 3, 2012 to Sep 13, 2016 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Usaa Investment Services Company to Fidelity Personal And Workplace Advisorsleft Sep 14, 2022, registered Oct 12, 2022 (28 days) · Other
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- Securian Financial Services, Inc. to Usaa Financial Planning Servicesleft Sep 13, 2016, registered Feb 10, 2017 (150 days) · Other
Signals
- Philip Krebsbach left Usaa Investment Services Company for Fidelity Personal And Workplace Advisors (registered 2022-10-12)Sep 14, 2022 · 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
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address