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RIA / WealthAdvisor12 years in industry

ROBERT B ROBINSON

Advisor at COSMOS WEALTH, LLC

LA JOLLA, CA | El Segundo, CA

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Search this name across graphsid dfx:ria:257a1e92-5226-8a64-e814-720af9f10598

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 23, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COSMOS WEALTH, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 23, 2015
First registration: Jan 23, 2015
Dual registered: no
IAPD individual key: 6386867

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COSMOS WEALTH, LLC	No RAUM reported	Jul 30, 2026	n/a	yes	El Segundo, CA\|LA JOLLA, CA	Current employment
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	Independent wealth	Apr 2, 2026	Sep 2, 2026	no	MANHATTAN BEACH, CA\|PORTLAND, OR	Previous registration
CHECCHI CAPITAL ADVISERS, LLC	Independent wealth	Jan 12, 2023	Dec 31, 2025	no	BEVERLY HILLS, CA	Previous registration
SVB WEALTH	Independent wealth	Oct 26, 2017	Jan 20, 2023	no	Beverly Hills, CA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 23, 2015	Oct 13, 2017	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	COSMOS WEALTH, LLC	Sep 2, 2026	Jul 30, 2026	-34	Firm change after gap	RIA to new firm
CHECCHI CAPITAL ADVISERS, LLC	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	Dec 31, 2025	Apr 2, 2026	92	Firm change	RIA to RIA
SVB WEALTH	CHECCHI CAPITAL ADVISERS, LLC	Jan 20, 2023	Jan 12, 2023	-8	Firm change	RIA to RIA
OPPENHEIMER & CO. INC.	SVB WEALTH	Oct 13, 2017	Oct 26, 2017	13	Firm change	Other

Relationships

Registered with (5)

→ COSMOS WEALTH, LLCRegistered adviserregistration: current employment
Jul 30, 2026 to presentfactForm ADV
→ TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCRegistered adviserregistration: previous registration
Apr 2, 2026 to Sep 2, 2026factForm ADV
→ CHECCHI CAPITAL ADVISERS, LLCRegistered adviserregistration: previous registration
Jan 12, 2023 to Dec 31, 2025factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Oct 26, 2017 to Jan 20, 2023factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 23, 2015 to Oct 13, 2017factForm ADV

Dated events

Occurred
Sep 2, 2026
Advisor changed firm
Robert B Robinson left Tru Independence Asset Management 2, Llc for Cosmos Wealth, Llc (registered 2026-07-30)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Robert B Robinson left Checchi Capital Advisers, Llc for Tru Independence Asset Management 2, Llc (registered 2026-04-02)
Form ADVobserved 4 days ago
Occurred
Jan 20, 2023
Advisor changed firm
Robert B Robinson left Svb Wealth for Checchi Capital Advisers, Llc (registered 2023-01-12)
Form ADVobserved 4 days ago