George Watkins Robertson

Current Employers

Employment History

• 06/1986 → Present
  George Robertson & Associates, Inc
  Seattle, WA
• 06/1993 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Issaquah, WA
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Issaquah, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Issaquah, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Issaquah, WA

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Issaquah, WA
  Issaquah, WA
• 1993-08-18 → 2020-11-06
  Kms Financial Services, Inc.
  Issaquah, WA
  Seattle, WA

Other Businesses

1. GEORGE W. ROBERTSON, CFP POSITION: Insurance Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1990 ADDRESS: 1275 12th Ave. NW Suite 1B, Issaquah WA 98027 DESCRIPTION: Occasionally I might recommend an insurance product to a client, depending on their situation. I have done no insurance over the past year or two other than VA's 2. REUBEN B. ROBERTSON FOUNDATION POSITION: Trustee and Investment Advisor NATURE: Trustee for Reuben B. Robertson Foundation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/22/1988 ADDRESS: 3020 Issaquah Pine Lake Rd. SE, PMB 61, Sammamish WA 98075 DESCRIPTION: I am one of three Trustees for a private family foundation established by my father. I am responsible for investment decision-making, which is an advisory account currently through KMS but will be through Securities America Advisors after the transition. I am responsible for arranging annual Trustee meetings and keeping minutes of those meetings, dealing with the WA Secretary of State for Charitable organizations, making decisions in conjunction with the other 2 Trustees of 501(c)3 organizations we send money to each year and co-signing checks with the Foundation's CPA and Trustee, Lauren Swanson. 3. THREE REUBENS PUBLISHING CO. LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2024 ADDRESS: 210 Melrose St, Auburndale MA 02466, United States DESCRIPTION: Duties are to promote the historical value of three generations of family members with society through various mediums (i.e. film, online, book).

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-11
• S65 Uniform Investment Adviser Law Examination
  1993-05-27