Douglas William Roberts

Current Employers

Clearwater Wealth Management

Midlothian, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-01

TX RA
APPROVED

Since 2025-10-01

Branch Locations

Midlothian, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Guidestone Financial Resources	Dallas	TX	09/2015	02/2025
Clearwater Wealth Management Llc	Midlothian	TX	07/2025	Present
Southern Brothers Roofing	Waxahachie	TX	07/2025	Present
Unemployed	Midlothian	TX	03/2025	06/2025

09/2015 → 02/2025

Guidestone Financial Resources

Dallas, TX
07/2025 → Present

Clearwater Wealth Management Llc

Midlothian, TX
07/2025 → Present

Southern Brothers Roofing

Waxahachie, TX
03/2025 → 06/2025

Unemployed

Midlothian, TX

Previous Registrations

2023-08-03 → 2025-02-11

Guidestone Advisors

Dallas, TX
2017-12-05 → 2018-03-02

Guidestone Advisors

Dallas, TX
2015-10-12 → 2016-08-25

Guidestone Advisors

Dallas, TX

Other Businesses

Southern Brothers Roofing; Waxahachie, TX; Project Manager since 07/2025; selling roof repairs and replacement; 80 hrs/mo

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-11
S63	Uniform Securities Agent State Law Examination	2006-04-21

S65 Uniform Investment Adviser Law Examination

2025-09-11
S63 Uniform Securities Agent State Law Examination

2006-04-21

Other Names

Douglas William Roberts
Doug Roberts

View on SEC IAPD