Korbett Lane Roberts

Current Employers

Employment History

• 02/2009 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 04/2016 → 07/2020
  Erben Associates, Llc
  Waco, TX
• 07/2020 → Present
  Tcs Insurance Agency, Inc
  Waco, TX

Previous Registrations

• 2016-09-02 → 2020-07-06
  Erben Associates, Llc
  Waco, TX
  Austin, TX
  Waco, TX
• 2008-07-01 → 2009-02-11
  Northwestern Mutual Investment Services, Llc
  Temple, TX
  Waco, TX

Other Businesses

1) The Captain & Son LLC (a Texas LLC); 2424 Austin Avenue, Waco, TX 76701; 4/15/2018; Member; Joint ownership with Korbett Roberts in LLC for joint work expenses; investment related; 10 hours/month; 10 hours/month during business hours; Ownership, Commissions. 2) Baylor Family Business Institute; www.baylor.edu/business/familybusiness; 01/2015; Board Member; Provide strategic direction and support to BFBI; Not investment related; 1 hour/month; 0 hours/month during business hours; No compensation. 3) R 5 Backs; 2424 Austin Avenue, Waco, TX 76701; 01/01/2017; Member; Entity that holds various investments; Not investment related; 0 hours/month; 0 hours/month during business hours; No Compensation. 4) TCS Insurance Agency, Inc. DBA TCS Advisors; 100 Smith Ranch Road, Suite 340, San Rafael, CA 94903; M Financial Group Member Firm Principal; Investment related; Principal; Working with clients on their succession plans; 7/1/2020; 150 ho/mo; 150 ho/mo during trading hours. 5) Family Business Advisors, LLC; 1701 Austin Avenue, Suite B, Waco, TX 76701; 07/06/2020; Principal; Family business succession planning; Investment Related; 150 hours/month; 150 hours/month during business hours; Expense Reimbursement, Ownership, Profits, Commissions, Wages, Salary, Tips, Referrals or Referral Fees. 6) KSR Capital, LLC; 2424 Austin Avenue, Waco, TX 76701; 01/01/2015; Part Owner; 49% owner in wife's business, use LLC for holding some investments; Not Investment Related; 0 hours/month; 0 hours/month during business hours; Ownership. 7) KDawg, LLC; 815 Lake Air, Waco, TX 76710; 06/2014; Member; Own rental property with two other parties; Not Investment Related; 0 hours/month; 0 hours/month during business hours; Rental Income. 8) C-Willy, LLC; 2424 Austin Avenue, Waco, TX 76701; 09/2015; Managing Member; Own/operate LLC; Not Investment Related; 0 hours/month; 0 hours/month during business hours; Ownership. 9) Cactus Killers, LLC; 1701 Austin Avenue, Waco, TX 76701; 4/23/2018; Member; Commercial real estate purchase for rental; Not investment related; 0 hours/month; 0 hours/month during business hours; Ownership, commissions. 10) C & B Homecare; 217 South 28th Street Waco, TX 76710; Home Healthcare; Not Investment Related; Owner; One to two phone calls per month with fellow owners; 01/01/2014; 2 hours per month; 2 hours per month during trading hours. 11) Closetalker, LLC; 217 South 28th Street Waco, TX 76710; Entity Ownership; Investment Related; Vice President; Investor in the company which will own the land and sub-divide it; 02/01/2024; 0 hours per month; 0 hours per month during trading hours. 12) TCS Enterprises, LLC; 100 Smith Ranch Road, Suite 340, San Rafael, CA 94903; Insurance; Investment related; Owner; Holding company that owns TCS Insurance Agency, Inc.; 10/31/2025; 150 ho/mo; 150 ho/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-03-29

Designations