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 Robbins Farley LLC

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.

AdvisorFromToTypeLeftRegistered
Allie Elizabeth HenkeSaltbox Financial LLC independent RIARobbins Farley LLC independent RIARIA to RIAFeb 12, 2026Feb 24, 2026
Patrick Lowell GrassoVision Capital Partners independent RIARobbins Farley LLC independent RIARIA to RIAJul 2, 2025Apr 22, 2025
David Britt LanzilloWells Fargo Advisors wirehouseRobbins Farley LLC independent RIAWirehouse to independent RIAApr 3, 2017Mar 30, 2017
Colleen Eleanor FarleyWells Fargo Advisors wirehouseRobbins Farley LLC independent RIAWirehouse to independent RIAApr 3, 2017Mar 30, 2017
Michael Joseph BernierWells Fargo Advisors wirehouseRobbins Farley LLC independent RIAWirehouse to independent RIAApr 3, 2017Mar 30, 2017
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5 moves match.