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.
Advisor moves
Departures from Obsidian Cio LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Keri Robyn Kutakoff | Obsidian Cio LLC asset manager | Lido independent RIA | Other | Feb 12, 2026 | Dec 8, 2025 |
| Thomas G Petrocelli | Obsidian Cio LLC asset manager | Lido independent RIA | Other | Feb 12, 2026 | Dec 8, 2025 |
| Mark Meena Andraos | Obsidian Cio LLC asset manager | Regency Wealth Management independent RIA | Other | Jan 4, 2019 | Feb 14, 2019 (41 d) |
| Joseph Halpern | Obsidian Cio LLC no RAUM | Exceed Advisory LLC independent RIA | Other | Dec 31, 2017 | Feb 4, 2025 (2592 d) |
| Robert Philip Renshaw | Obsidian Cio LLC no RAUM | Lido independent RIA | Other | Dec 31, 2017 | Dec 9, 2025 (2900 d) |
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5 moves match.