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 Anderson Pearl

Osaic Advisory Services, LLCBD affiliatedTroy, Mi dual registrantIAPD 6024493

Certified Financial Planner

Feed of 09/15/2026

Also filed as Robert Anderson Pearl

At current firm

3 y

since Jun 15, 2023

In the industry

13 y

since Oct 31, 2012 (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

Osaic Advisory Services, LLC BD affiliated current
since Jun 15, 2023 · Atlanta, Ga
Creative Planning Institutional Advisors, LLC institutional
Dec 22, 2021 to Jun 15, 2023 · Bloomfield Hills, Mi
Cetera Investment Advisers LLC BD affiliated
Nov 12, 2020 to Jun 21, 2023 · Bloomfield Hills, Mi
First Allied Advisory Services, Inc. former
Apr 20, 2017 to Nov 12, 2020 · Bloomfield Hills, Mi
First Allied Securities, Inc. former
Apr 20, 2017 to Apr 20, 2017 · Bloomfield Hills, Mi
Cig Asset Management, Inc. independent RIA
May 2, 2016 to Mar 30, 2017 · Southfield, Mi
Edward Jones national BD
Sep 27, 2013 to Apr 19, 2016 · St Louis, Mo
Northwestern Mutual Investment Services,LLC no RAUM
Nov 2, 2012 to Sep 26, 2013 · Troy, Mi

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Creative Planning Institutional Advisors, LLC
left Jun 21, 2023, registered Dec 22, 2021 (-546 days) · Other · moved with a team
Creative Planning Institutional Advisors, LLC to Osaic Advisory Services, LLC
left Jun 15, 2023, registered Jun 15, 2023 (0 days) · Other
First Allied Advisory Services, Inc. to Cetera Investment Advisers LLC
left Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
First Allied Securities, Inc. to First Allied Advisory Services, Inc.
left Apr 20, 2017, registered Apr 20, 2017 (0 days) · channel change inside one enterprise, not a move
Cig Asset Management, Inc. to First Allied Securities, Inc.
left Mar 30, 2017, registered Apr 20, 2017 (21 days) · Other
Edward Jones to Cig Asset Management, Inc.
left Apr 19, 2016, registered May 2, 2016 (13 days) · Other
Northwestern Mutual Investment Services,LLC to Edward Jones
left Sep 26, 2013, registered Sep 27, 2013 (1 days) · Other

Signals

Robert Anderson Pearl left Cetera Investment Advisers Llc for Creative Planning Institutional Advisors, Llc (registered 2021-12-22)
Jun 21, 2023 · Advisor changed firm · fact
Robert Anderson Pearl left Creative Planning Institutional Advisors, Llc for Osaic Advisory Services, Llc (registered 2023-06-15)
Jun 15, 2023 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address