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
Robin Jeanne Urciouli
Certified Financial Planner
Feed of 09/14/2026
Also filed as Robin Jeanne Urciuoli
At current firm
3 y
since Apr 5, 2023
In the industry
16 y
since Sep 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Hightower Advisors, LLC BD affiliated currentsince Apr 5, 2023 · South Easton, Ma
- Bickling Financial Services, Inc. formerMar 11, 2020 to Apr 21, 2023 · South Easton, Ma
- Beacon Financial Planning, Inc independent RIAApr 21, 2015 to Feb 19, 2016 · South Easton, Ma
- Beacon Financial Planning, Inc. formerMar 29, 2012 to Dec 23, 2019 · South Easton, Ma
Moves
a registration end followed by a registration begin elsewhere
- Bickling Financial Services, Inc. to Hightower Advisors, LLCleft Apr 21, 2023, registered Apr 5, 2023 (-16 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Beacon Financial Planning, Inc. to Beacon Financial Planning, Incleft Dec 23, 2019, registered Apr 21, 2015 (-1707 days) · channel change inside one enterprise, not a move
- Beacon Financial Planning, Inc to Bickling Financial Services, Inc.left Feb 19, 2016, registered Mar 11, 2020 (1482 days) · RIA to RIA
Signals
- Robin Jeanne Urciouli left Bickling Financial Services, Inc. for Hightower Advisors, Llc (registered 2023-04-05)Apr 21, 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address