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RC

Robert W. Cobean

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CRD#: 7288062
RC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Warren Cobean, who also goes by Robert Cobean, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2023. Robert had worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Cobean

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 21, 2023 - September 29, 2025

REALIZED FINANCIAL, INC.

RIA
CRD#: 22333
AUSTIN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

RF
REALIZED FINANCIAL, INC.
REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.

CRD#: 22333 / SEC#: 801-70703, 8-39659

RIA
Registered Investment Advisory firm - SEC (3/25/2015 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/27/2014 Approved)
Texas
Registered Investment Advisory firm - SEC (6/6/2014 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
500 W. 13th Street, Austin, TX 78701
Mailing Address
500 W. 13th Street, Austin, TX 78701
Phone number
(512) 472-7171
Established
Texas since 03/29/1988
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
14

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REALIZED HOLDINGS INCCORPORATION
DAHILL, DAVID PCEO6581024
DAHILL, DAVID PFINOP6581024
ELLIOTT, STEPHANIE NICOLECCO2476636
ELLIOTT, STEPHANIE NICOLEPRESIDENT2476636
MEDINA, GABRIEL OCOO5061047

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REALIZED FINANCIAL, INC.

CRD#: 22333

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