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Charles Dreher Robertson

Plagens & Taylor Wealth Management

San Angelo, TX

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Current Employers
Plagens & Taylor Wealth Management

517 W. Twohig Avenue, San Angelo, TX 76903 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-28
  • TX RA
    APPROVED
    Since 2025-03-28

Branch Locations

517 W. Twohig Avenue, San Angelo, TX 76903 • 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
Dreher Company, Inc. San Angelo TX 10/1994 06/2025
Plagens & Taylor Wealth Management San Angelo TX 03/2025 Present
Previous Registrations
  • 2004-02-10 → 2025-06-17
    Dreher Investment Services, Inc.
    San Angelo, TX
    San Angelo, TX
  • 2003-08-12 → 2003-12-31
    Dreher Investment Services, Inc.
    San Angelo, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-18
  • S63 Uniform Securities Agent State Law Examination
    1988-07-18

View on SEC IAPD

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