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
Arrivals at 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 |
|---|---|---|---|---|---|
| Joseph Halpern | Fountainhead Advisors independent RIA | Obsidian Cio LLC no RAUM | Other | Jan 8, 2026 | Jul 28, 2017 |
| Robert Philip Renshaw | Fountainhead Advisors independent RIA | Obsidian Cio LLC no RAUM | Other | Jan 8, 2026 | Jul 28, 2017 |
| David P Schneider | Pgim Investments LLC asset manager | Obsidian Cio LLC asset manager | Other | May 23, 2023 | Sep 1, 2026 (1197 d) |
| Keri Robyn Kutakoff | Hornor, Townsend & Kent, LLC BD affiliated | Obsidian Cio LLC asset manager | Other | Mar 25, 2022 | May 4, 2022 (40 d) |
| Mark Meena Andraos | Heller Wealth Advisors, LLC. independent RIA | Obsidian Cio LLC asset manager | Other | Apr 2, 2018 | May 2, 2018 |
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5 moves match.