Bruce Wayne Robertson

Current Employers

Employment History

• 11/2002 → Present
  Bruce W. Robertson-Music
  Azle, TX
• 12/2015 → 01/2025
  Lincoln Financial Advisors
  Houston, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2015-12-21 → 2025-01-24
  Osaic Fa, Inc.
  Houston, TX
  Omaha, NE
• 2013-11-06 → 2016-01-06
  Valic Financial Advisors, Inc.
  Houston, TX
• 2011-08-30 → 2013-11-01
  Sethi Tax And Wealth Advisors
  Plano, TX
• 2009-12-02 → 2010-10-21
  Commerce Wealth Advisers, Llc
  Azle, TX

Other Businesses

1. Bruce Robertson, 5823 Woodland Falls Dr, Kingwood, TX 77345. Service, Service, not investment related, owner, provides instruction and performs in musical concerts, started on 11/2002, working 2 HPM all during trading hours. 2. Bruce Robertson, 25420 Kuykendahl Road Unit #C300, Tomball, TX 77375. Insurance, Investment Related, Agent, Offers disability insurance, fixed/indexed annuities and traditional life insurance products. Started on 12/2015 working 10 HPM 4 during trading hours. 3. MACY GRACE EVENTS, LLC KINGWOOD, TX 77345 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: CONSULTATIVE BUSINESS/ADMINISTRATIVE SERVICES TO THE MAJORITY OWNER, MY WIFE, AND OCCASIONAL ASSISTANCE WITH EVENTS FROM SET-UP TO TEAR-DOWN. START DATE: 9/8/2021 HOURS PER MONTH: 9 HOURS PER MONTH DURING TRADING HOURS: 0 WEBSITE ADDRESS: WWW.MACYGRACEEVENTS.COM 4. MUSIC POSITION: Self NATURE: instruction/performing on alto saxophone INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2002 ADDRESS: 5823 Woodland Falls Drive, Kingwood TX 77345, United States DESCRIPTION: saxphone performing and teaching 5. INSURANCE POSITION: Agent NATURE: sell insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 12/14/2015 ADDRESS: 25420 KUYKENDAHL ROAD, Unit C300, Tomball TX 77375, United States DESCRIPTION: sell insurance and annuities 6. MACY GRACE EVENTS, LLC POSITION: Partner - Limited NATURE: Wedding and event planning to individuals in the greater Houston, Austin, San Antonio and Dallas/Fort Worth areas. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2021 ADDRESS: 5823 Woodland Falls Drive, Kingwood TX 77345, United States DESCRIPTION: Consultative business/administrative services to the majority owner, my wife, and occasional assistance with events from set-up to tear-down.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-05
• S63 Uniform Securities Agent State Law Examination
  2002-11-25

Other Names

• Bruce Robertson