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.
Advisor moves
Arrivals at Robertson Investment Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jason Roger Locke | Pl Wealth Advisors, LLC state registered | Robertson Investment Management independent RIA | Other | May 20, 2026 | Jul 3, 2026 (44 d) |
| Daniel Pierre Debarros | LPL Enterprise, LLC BD affiliated | Robertson Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2025 | Dec 3, 2025 (141 d) |
| Patrick Robert Mcgill | Howard Capital Management, LLC independent RIA | Robertson Investment Management independent RIA | RIA to RIA | Oct 22, 2020 | Apr 6, 2021 (166 d) |
| Sonia Constance Joao | Sizemore Capital Management, LLC other | Robertson Investment Management independent RIA | Other | Aug 7, 2020 | Aug 6, 2020 |
| John Edward Langston | First Allied Advisory Services, Inc. BD affiliated | Robertson Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 25, 2019 | Jan 24, 2018 |
| Robert William Kasten | First Allied Advisory Services, Inc. BD affiliated | Robertson Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2019 | Jan 24, 2020 (63 d) |
| Ellias David Stabinsky | First Allied Advisory Services, Inc. BD affiliated | Robertson Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2019 | Feb 9, 2017 |
| Dawn Moore Trammell | First Allied Advisory Services, Inc. BD affiliated | Robertson Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2019 | Dec 5, 2018 |
| Susan Marie Iverson | Woman & Wealth - Dallas unclassified | Robertson Investment Management independent RIA | Other | Jul 21, 2015 | Jun 8, 2015 |
| Frederick Allen Mecklenburg | First Allied Securities, Inc. other | Robertson Investment Management independent RIA | Other | Jul 2, 2012 | Jan 7, 2011 |
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10 moves match.