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919 Milam St Suite 500, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-24 |
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 | San Diego | CA | 11/2004 | 11/2019 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2019 |
| Robertson Wealth Management, Llc. | Houston | TX | 01/2018 | Present |
| 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 POSITION: Financial Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 01/18/2018 ADDRESS: 919 Milam Suite 550 Houston, TX 77002 DESCRIPTION: Working with existing clients and seeking new clients using money management platforms. ***DBA - Robertson Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-14 |
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