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Matthew J. Robison

Evergreen Wealth Advisors

Plano, TX

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Current Employers
Evergreen Wealth Advisors

1 Glenwood Ave Office 04-113, Raleigh, NC 27603 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-28
  • TX RA
    APPROVED
    Since 2025-01-28

Branch Locations

7700 Windrose Ave. Office Number 02-127, Plano, TX 75024 • 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
Fisher Investments Woodside CA 10/2010 01/2025
Evergreen Wealth Advisors Plano TX 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-10
  • S65 Uniform Investment Adviser Law Examination
    2010-12-10
Other Names
  • Matt J. Robison

View on SEC IAPD

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