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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••• R•••••••

V••• F•••••••• A•••••••• I•••BD affiliatedSacramento, Ca dual registrantIAPD 6673034

Feed of 09/14/2026

Also filed as Malik Allen Robinson

At current firm

0 y

since Jan 7, 2026

In the industry

14 y

since Jan 1, 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

V••• F•••••••• A•••••••• I••• BD affiliated current
since Jan 7, 2026 · Sacramento, Ca
N••••••••• I••••••••• A•••••••• L•• BD affiliated
Feb 12, 2024 to Dec 22, 2025 · Columbus, Oh
M••••• O• O•••• I••••••• S•••••••• I••• independent RIA
Feb 17, 2023 to Sep 7, 2023 · Pleasant Hill, Ca
L•• F•••••••• L•• BD affiliated
Jul 1, 2022 to Feb 2, 2023 · Sacramneto, Ca
P•••• S••••••••• L•• no RAUM
Apr 26, 2022 to Jul 6, 2022 · Roseville, Ca
M••••• S•••••• wirehouse
Nov 6, 2019 to May 9, 2022 · Roseville, Ca
E••••• J•••• national BD
Jan 8, 2019 to Jul 17, 2019 · Sacramento, Ca

Moves

a registration end followed by a registration begin elsewhere

N••••••••• I••••••••• A•••••••• L•• to V••• F•••••••• A•••••••• I•••
left Dec 22, 2025, registered Jan 7, 2026 (16 days) · Affiliated broker-dealer or bank to another
M••••• O• O•••• I••••••• S•••••••• I••• to N••••••••• I••••••••• A•••••••• L••
left Sep 7, 2023, registered Feb 12, 2024 (158 days) · RIA to affiliated broker-dealer or bank
L•• F•••••••• L•• to M••••• O• O•••• I••••••• S•••••••• I•••
left Feb 2, 2023, registered Feb 17, 2023 (15 days) · RIA to RIA
P•••• S••••••••• L•• to L•• F•••••••• L••
left Jul 6, 2022, registered Jul 1, 2022 (-5 days) · Affiliated broker-dealer or bank to independent RIA
M••••• S•••••• to P•••• S••••••••• L••
left May 9, 2022, registered Apr 26, 2022 (-13 days) · Wirehouse to affiliated broker-dealer or bank
E••••• J•••• to M••••• S••••••
left Jul 17, 2019, registered Nov 6, 2019 (112 days) · Affiliated broker-dealer or bank to wirehouse

Signals

M•••• R••••••• left N••••••••• I••••••••• A•••••••• L•• for V••• F•••••••• A•••••••• I••• (registered 2026-01-07)
Dec 22, 2025 · Advisor changed firm · fact
M•••• R••••••• left M••••• O• O•••• I••••••• S•••••••• I••• for N••••••••• I••••••••• A•••••••• L•• (registered 2024-02-12)
Sep 7, 2023 · Advisor changed firm · fact
M•••• R••••••• left L•• F•••••••• L•• for M••••• O• O•••• I••••••• S•••••••• I••• (registered 2023-02-17)
Feb 2, 2023 · Advisor changed firm · fact
M•••• R••••••• left P•••• S••••••••• L•• for L•• F•••••••• L•• (registered 2022-07-01)
Jul 6, 2022 · Advisor changed firm · fact
M•••• R••••••• left M••••• S•••••• for P•••• S••••••••• L•• (registered 2022-04-26)
May 9, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address