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RIA / WealthAdvisorPersonal Financial Specialistdual registered (broker-dealer)24 years in industry

ROBERT SAMUEL OBERSTEIN

Advisor at VERUS CAPITAL PARTNERS, LLC

Encino, CA

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Search this name across graphsid dfx:ria:6466fa69-07af-35f0-836d-22e922c8870e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 23, 2002 to Sep 14, 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: VERUS CAPITAL PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S66
First exam: Feb 5, 2016
First registration: May 23, 2002
Dual registered: yes, broker-dealer
Other names: Bob Oberstein
IAPD individual key: 3175765

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
VERUS CAPITAL PARTNERS, LLC	Independent wealth	Jan 31, 2025	n/a	yes	Encino, CA	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 25, 2019	Jun 7, 2021	no	IRVING, TX	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Jul 16, 2015	Oct 25, 2019	no	ENCINO, CA	Previous registration
OBERSTEIN WEALTH MANAGEMENT , INC.	n/a	May 23, 2002	Feb 22, 2016	no	SHERMAN OAKS, 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
AVANTAX ADVISORY SERVICES	VERUS CAPITAL PARTNERS, LLC	Jun 7, 2021	Jan 31, 2025	1,334	Firm change after gap	Ibd to RIA
1ST GLOBAL ADVISORS INC	AVANTAX ADVISORY SERVICES	Oct 25, 2019	Oct 25, 2019	0	Bulk transfer	Ibd to ibd
OBERSTEIN WEALTH MANAGEMENT , INC.	1ST GLOBAL ADVISORS INC	Feb 22, 2016	Jul 16, 2015	-221	Firm change after gap	Other

Relationships

Registered with (4)

→ VERUS CAPITAL PARTNERS, LLCRegistered adviserregistration: current employment
Jan 31, 2025 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 25, 2019 to Jun 7, 2021factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Jul 16, 2015 to Oct 25, 2019factForm ADV
→ OBERSTEIN WEALTH MANAGEMENT , INC.Registered adviserregistration: previous registration
May 23, 2002 to Feb 22, 2016factForm ADV

Dated events

No dated event names this entity yet.