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.
C••••••••• E••••• S•••••••••
- Business email
- chris@robinswood.comreportedrobinswoodfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R••••••••• F•••••••• independent RIA currentsince Nov 28, 2023 · Kirkland, Wa
- C•••••• S••••• • C••• I••• national BDOct 29, 2022 to Nov 7, 2023 · Bellevue, Wa
- T• A••••••••• I••••••••• M••••••••• L•• formerSep 28, 2022 to Sep 7, 2023 · Bellevue, Wa
- T• A••••••••• I••• formerSep 28, 2022 to Oct 14, 2022 · Bellevue, Wa
- F••••••• P••••••• A•• W•••••••• A••••••• formerDec 8, 2021 to Jul 15, 2022 · Lynnwood, Wa
- T• A••••••••• I••• formerApr 22, 2021 to Aug 19, 2021 · Bellevue, Wa
- T• A••••••••• I••••••••• M••••••••• L•• formerApr 22, 2021 to Aug 19, 2021 · Bellevue, Wa
- T• A••••••••• I••••••••• M••••••••• L•• formerApr 8, 2020 to Dec 31, 2020 · Bellevue, Wa
- T• A••••••••• I••• formerApr 8, 2020 to Jan 11, 2021 · Bellevue, Wa
- E•••••• C•••••• M••••••••• L•• formerJan 6, 2020 to Apr 13, 2020 · Seattle, Wa
- C•••••• S••••• • C••• I••• to R••••••••• F••••••••left Nov 7, 2023, registered Nov 28, 2023 (21 days) · Affiliated broker-dealer or bank to independent RIA
- T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••left Sep 7, 2023, registered Oct 29, 2022 (-313 days) · corporate re-registration, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Oct 14, 2022, registered Sep 28, 2022 (-16 days) · corporate re-registration, not a move
- F••••••• P••••••• A•• W•••••••• A••••••• to T• A••••••••• I•••left Jul 15, 2022, registered Sep 28, 2022 (75 days) · Other
- T• A••••••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••left Aug 19, 2021, registered Dec 8, 2021 (111 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Aug 19, 2021, registered Apr 22, 2021 (-119 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jan 11, 2021, registered Apr 22, 2021 (101 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Dec 31, 2020, registered Apr 8, 2020 (-267 days) · corporate re-registration, not a move
- E•••••• C•••••• M••••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••left Apr 13, 2020, registered Apr 8, 2020 (-5 days) · RIA to RIA
- C••••••••• E••••• S••••••••• left C•••••• S••••• • C••• I••• for R••••••••• F•••••••• (registered 2023-11-28)Nov 7, 2023 · Advisor changed firm · fact
- C••••••••• E••••• S••••••••• left F••••••• P••••••• A•• W•••••••• A••••••• for T• A••••••••• I••• (registered 2022-09-28)Jul 15, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address