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.
Registered advisor
Amos Webster Robinson
Feed of 09/15/2026
At current firm
4 y
since Mar 8, 2022
In the industry
26 y
since Nov 12, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Mar 8, 2022 · Westlake, Tx
- Charles Schwab Investment Advisory, Inc formerFeb 23, 2018 to Feb 11, 2022 · Burlington, Vt
- Windhaven Investment Management, Inc. formerApr 10, 2017 to Mar 30, 2018 · Burlington, Vt
- Thomaspartners, Inc. formerJun 30, 2008 to Mar 30, 2018 · Burlington, Vt
- Charles Schwab & Co., Inc. national BDNov 12, 2004 to Dec 12, 2006 · Burlington, Vt
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab Investment Advisory, Inc to Charles Schwab & Co., Inc.left Feb 11, 2022, registered Mar 8, 2022 (25 days) · channel change inside one enterprise, not a move
- Thomaspartners, Inc. to Windhaven Investment Management, Inc.left Mar 30, 2018, registered Apr 10, 2017 (-354 days) · channel change inside one enterprise, not a move · moved with a team
- Windhaven Investment Management, Inc. to Charles Schwab Investment Advisory, Incleft Mar 30, 2018, registered Feb 23, 2018 (-35 days) · channel change inside one enterprise, not a move · moved with a team
- Charles Schwab & Co., Inc. to Thomaspartners, Inc.left Dec 12, 2006, registered Jun 30, 2008 (566 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address