Martha Nelson Robinson

Current Employers

Employment History

• 03/2011 → 01/2024
  Woodbury Financial Services, Inc
  Houston, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2011-03-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Houston, TX
• 2001-08-30 → 2011-01-13
  Equitable Advisors, Llc
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1. SILVEROAK FINANCIAL GROUP, LTD. POSITION: Financial Advisor NATURE: Limited Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 03/07/2011 ADDRESS: 10260 Westheimer, Suite 300, Houston TX 77042, United States DESCRIPTION: Provide clients with comprehensive financial planning activities, including investment advisory recommendations regarding securities, fixedinsurance products, alternative investments, retirement planning and wealth management strategies. SilverOak Financial is an entity through which non-securities investments are offered. This is not a marketing name. 2. MARTHA N. ROBINSON POSITION: Financial Advisor NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/15/2011 ADDRESS: 10260 Westheimer, Suite 300, Houston TX 77042, United States DESCRIPTION: 1)MARTHA ROBINSON; NONINV RELATED; HOUSTON,TX; INSURANCE SALES/TERM/UL/FIXED/LTC/DISABILITY; AGENT; 03/15/2011; 30HR/MON 3. CO-AGENT POA POSITION: Co-Agent NATURE: My mother's Durable Power of Attorney INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2024 ADDRESS: 607 McCants Dr., Mt. Pleasant SC 29464, United States DESCRIPTION: Co Agent on my mother's Durable Power of Attorney. Full co-powers and authority upon implementation. 4. SUCCESSOR CO-TRUSTEE POSITION: Successor Co-Trustee NATURE: Revocable Trust for my mother. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2024 ADDRESS: 607 McCants Dr., Mt. Pleasant SC 29464, United States DESCRIPTION: Full Trust powers upon implementation of successor Co-Trustees. 5. SILVEROAK FINANCIAL GROUP, LTD. POSITION: Financial Advisor NATURE: Limited Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 03/07/2011 ADDRESS: 10260 Westheimer, Suite 300, Houston TX 77042, United States DESCRIPTION: Provide clients with comprehensive financial planning activities, including investment advisory recommendations regarding securities, fixedinsurance products, alternative investments, retirement planning and wealth management strategies. SilverOak Financial is an entity through which non-securities investments are offered. This is not a marketing name. 6. PERSONAL REPRESENTATIVE-EXECUTOR POSITION: Co-Personal Representative NATURE: Last Will and Testament of my mother. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2024 ADDRESS: 607 McCants Dr., Mt. Pleasant SC 29464, United States DESCRIPTION: Named as Co-Personal Representative (Executor) in my mother's Last Will and Testament. Duties will commence upon her death.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-29

Other Names

• Martha Mcfall Nelson
• Martha Nelson
• Martha Robinson