Gordon Thomas Robinson

Current Employers

Employment History

• 12/1991 → Present
  Osaic Wealth, Inc.
  Tulsa, OK
• 01/2008 → Present
  Investments By Design Group, Inc
  Tulsa, OK
• 04/2000 → Present
  Investment Designers Of Tulsa, Inc
  Tulsa, OK

Other Businesses

1. INVESTMENTS BY DESIGN GROUP, INC., DBA NAME; INVESTMENT RELATED; 3314 E 51ST STREET, SUITE S, TULSA OK, 74135; PRESIDENT; SINCE 1/1/2008; 2-3 HRS/MTH, 1-2 HRS/DST; CONSULTING SERVICES FOR FINANCIAL PLANNING, RETIREMENT AND BENEFITS PLANNING, VENTURE CAPITAL PLANNING. 2. GORDON T. ROBINSON; NOT INVESTMENT RELATED; START DATE 1995; 5 HRS/MTH, ZERO HRS/DST; one RENTAL PROPERTY - 2903 E 76TH PLACE, TULSA OK, 74136 3. GORDON T. ROBINSON, SOLE PROPRIETOR POS: Owner - NATURE: I rent out a single family house. it is a 4 bedroom house located near the ORU campus. I have not lived in this house since 1995. INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HRS: 2 START DATE: 1/1/95 ADDY: Property 1. [Near ORU], 74136. Property 24-30 month lease. Property II has been sold, Tulsa OK 74135 DESCRIPT: Property I: Current owner of 4 bedroom house. Rents out as rental property. Single Family tenant property. Previously lived in the home 4 years, 1991- 1995. Not actively in the real estate rental business. Limited time involved during business hours. Nor is there any interest in the real estate business. It has no romance of ownership in any fashion shape or form. 4. INVESTMENT DESIGNERS OF TULSA, INC POS: Owner - President NATURE: Sub S Corp INVESTMENT RELATED: Yes # OF HRS: 12 SECURITIES TRADING HRS: 5 START DATE: 1/1/76 ADDY: 3314 E 51st St Suite S, Tulsa OK 74135 DESCRIPT: Independent Insurance Broker. Life, Health, Disability Income. This corp is also the DBA used for the securities role. 5. HARVEST HOUSE POS: Board Member NATURE: Corp Non-Profit - Charity to the less fortunate. INVESTMENT RELATED: No # OF HRS: 6 SECURITIES TRADING HRS: 2 START DATE: 1/18/12 ADDY: 1439 E 71st St, Tulsa OK 74136 DESCRIPT: Board Member. position specifically excludes any oversight of any checking account or any funds. The position also excludes any investment advice or oversight over any securities. Chairman of the Board 2018 thru 2019. This will not expand the duties beyond the administration of the board meetings. I will not have supervision over securities or any of the money of the operation. I will not be listed in any financial capacity on the checking account. This is the role of the treasurer. Chris Tham. There are two CPA's on the board, and two more with accounting or finance degrees. They are quite qualified in that role. 6. FINANCIAL PLANNING ASSOCIATION OF TULSA POS: Pres / Program Director NATURE: Pres INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 10 START DATE: 1/1/19 ADDY: 3314 E 51st St, Suite S, Tulsa OK 74135 DESCRIPT: Book speakers for the Assoc. Set the circulicum agenda for the last 2 years. 7. GORDON ROBINSON, FPA PRESDIENT POS: Program Director & President NATURE: As an individual. This is not a business venture or duty. I am the program director for the FPA of Tulsa. This means, "Financial Planning Association of Tulsa".President & usually function as the Program Director means: I schedule the monthly speakers for the CE requirements of the Tulsa chapter of the Financial Planning Association of Tulsa. National Association of the Certified Financial PlannersTM. This is an unpaid position. I am on the board of directors. I am not the treasurer. There are monthly board meetings. Generally I attend and run 10-11 meetings a year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 2/1/06 ADDY: 3314 E 51st St, Suite S, Tulsa OK 74135 DESCRIPT: was the program director for the FPA of Tulsa. Each month we have one or two hours of CE classes conducted during our lunch meetings. I select the sponsors and the speakers and approve the CE material which will be used in the monthly lunch meetings. We consider this the local Tulsa/Bartlesville chapter of the Financial Planning Association. Members are generally financial planners or estate planners. It is an industry focused meeting. Connected and approved by the National Association of the Certified Financial PlannersTM.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-27
• S63 Uniform Securities Agent State Law Examination
  1982-11-05

Other Names

• Gordon T Robinson