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919 Milam St Suite 500, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-07 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 04/2010 | 11/2019 |
| Robertson Wealth Management, Llc | Houston | TX | 01/2011 | Present |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2019 |
| Securities America, Inc. | Houston | TX | 12/2019 | 06/2024 |
| Osaic Wealth, Inc. | Houston | TX | 06/2024 | 01/2025 |
| Network 1 Financial Securities, Inc. | Red Bank | NJ | 02/2025 | Present |
ROBERTSON WEALTH MANAGEMENT RIA POSITION: Portfolio Manager NATURE: Robertson Wealth Management RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2019 ADDRESS: 919 Milam Suite 550 Houston, TX 77002, United States DESCRIPTION: Portfolio Manager.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-04-02 |
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