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Robert Philip Renshaw

Lido

Los Angeles, CA

Warren, NJ

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Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
FL RA APPROVED 2025-12-12
TX RA APPROVED_RES 2025-12-10
NJ RA APPROVED 2025-12-09
  • CA RA
    APPROVED
    Since 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-12
  • TX RA
    APPROVED_RES
    Since 2025-12-10
  • NJ RA
    APPROVED
    Since 2025-12-09

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

10 Independence Blvd Suite 120, Warren, NJ 07059 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fountainhead Capital Management Edison NJ 03/2015 12/2025
Lido Advisors, Llc Los Angeles CA 12/2025 Present
  • 03/2015 → 12/2025
    Fountainhead Capital Management
    Edison, NJ
  • 12/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
  • 2016-08-31 → 2026-01-08
    Fountainhead Advisors
    Warren, NJ
  • 2017-07-28 → 2017-12-31
    New York, NY
  • 2013-05-08 → 2015-03-31
    Flemington, NJ
    Millburn, NJ
  • 2008-08-06 → 2013-04-19
    Aepg Wealth Strategies
    Warren, NJ
  • 2006-10-17 → 2008-07-02
    1St Global Advisors Inc
    Randolph, NJ
Other Businesses

1) Penn Mutual Life Insurance; not investment related; Horsham, PA; life insurance; agent; since 10/2023; less than 10 hours per month during trade hours; recommend and service existing life insurance policies // 2) National Life Group; not investment related; Montpelier, VA; life insurance; agent; since 1/2025; less than 10 hours per month during trade hours; recommend and service existing life insurance policies 3) Fountainhead Capital Management, LLC; investment related; Warren, NJ; financial planning and investment management; partner; since 2015; 1-5 hours per month - possibly during trade hours; LLC is winding down operations after acquisition/merger with Lido - fulfilling existing admin and tax reporting obligations 4) Fountainhead Protection Strategies, LLC; not investment related; Warren, NJ; life and disability insurance; partner; since 2015; 1-5 hours per month - possibly during trade hours; LLC is winding down operations after acquisition/merger with Lido - fulfilling existing admin and tax reporting obligations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-05
S63 Uniform Securities Agent State Law Examination 2004-01-31
  • S66 Uniform Combined State Law Examination
    2006-10-05
  • S63 Uniform Securities Agent State Law Examination
    2004-01-31
Designations
Other Names
  • Bob Renshaw

View on SEC IAPD

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