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
Robert Philip Renshaw
Certified Financial Planner
Feed of 09/15/2026
Also filed as Bob Renshaw
At current firm
0 y
since Dec 9, 2025
In the industry
22 y
since Jan 31, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Lido independent RIA currentsince Dec 9, 2025 · Los Angeles, Ca
- Obsidian Cio LLC asset managerJul 28, 2017 to Dec 31, 2017 · New York, Ny
- Fountainhead Advisors formerAug 31, 2016 to Jan 8, 2026 · Warren, Nj
- Prestige Wealth Management Group, LLC independent RIAMay 8, 2013 to Mar 31, 2015 · Flemington, Nj
- Aepg Wealth Strategies formerAug 6, 2008 to Apr 19, 2013 · Warren, Nj
- 1st Global Advisors Inc formerOct 17, 2006 to Jul 2, 2008 · Randolph, Nj
Moves
a registration end followed by a registration begin elsewhere
- Fountainhead Advisors to Obsidian Cio LLCleft Jan 8, 2026, registered Jul 28, 2017 (-3086 days) · Other · moved with a team
- Obsidian Cio LLC to Lidoleft Dec 31, 2017, registered Dec 9, 2025 (2900 days) · Other
- Prestige Wealth Management Group, LLC to Fountainhead Advisorsleft Mar 31, 2015, registered Aug 31, 2016 (519 days) · Other
- Aepg Wealth Strategies to Prestige Wealth Management Group, LLCleft Apr 19, 2013, registered May 8, 2013 (19 days) · Other
- 1st Global Advisors Inc to Aepg Wealth Strategiesleft Jul 2, 2008, registered Aug 6, 2008 (35 days) · Other
Signals
- Robert Philip Renshaw left Fountainhead Advisors for Obsidian Cio Llc (registered 2017-07-28)Jan 8, 2026 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address