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Derek Moises Robertson

Integrated Investment Strategies,Inc.

Carmel, IN

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Current Employers
Integrated Investment Strategies,Inc.

600 E Carmel Drive Suite 110, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-16
  • IN RA
    APPROVED
    Since 2026-06-16

Branch Locations

600 E Carmel Drive Suite 110, Carmel, IN 46032 • 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
Money Concepts Capital Corp Palm Beach Gardens FL 03/2007 09/2017
Integrated Investment Strategies, Inc. Carmel IN 08/2008 02/2019
Securities America, Inc Carmel IN 09/2017 06/2024
Securities America Advisors Carmel IN 01/2021 06/2024
Osaic Wealth, Inc. Carmel IN 06/2024 07/2025
Integrated Investment Strategies, Inc. Carmel IN 07/2025 Present
  • 03/2007 → 09/2017
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
  • 08/2008 → 02/2019
    Integrated Investment Strategies, Inc.
    Carmel, IN
  • 09/2017 → 06/2024
    Securities America, Inc
    Carmel, IN
  • 01/2021 → 06/2024
    Securities America Advisors
    Carmel, IN
  • 06/2024 → 07/2025
    Osaic Wealth, Inc.
    Carmel, IN
  • 07/2025 → Present
    Integrated Investment Strategies, Inc.
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-06
S63 Uniform Securities Agent State Law Examination 1996-11-27
  • S65 Uniform Investment Adviser Law Examination
    1997-02-06
  • S63 Uniform Securities Agent State Law Examination
    1996-11-27

View on SEC IAPD

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DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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