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Callen Michael Robinson

Fisher Investments

Plano, TX

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-25
  • TX RA
    APPROVED
    Since 2021-05-25

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

6500 International Pkwy, Ste 2050, Plano, TX 75093 • 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
Jp Morgan Chase Fort Worth TX 11/2014 07/2017
Morgan Stanley Arlington TX 07/2017 12/2017
Tx Air Nation Guard Fort Worth TX 04/2015 Present
Morgan Stanley Fort Worth TX 06/2019 10/2019
Morgan Stanley Private Bank, N.A. New York NY 06/2019 10/2019
Ubs Denver CO 10/2019 01/2021
Fulcrum Wealth Planning - Prospera Financial Grapevine TX 08/2018 06/2019
Fisher Investments Plano TX 05/2021 Present
  • 11/2014 → 07/2017
    Jp Morgan Chase
    Fort Worth, TX
  • 07/2017 → 12/2017
    Morgan Stanley
    Arlington, TX
  • 04/2015 → Present
    Tx Air Nation Guard
    Fort Worth, TX
  • 06/2019 → 10/2019
    Morgan Stanley
    Fort Worth, TX
  • 06/2019 → 10/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2019 → 01/2021
    Ubs
    Denver, CO
  • 08/2018 → 06/2019
    Fulcrum Wealth Planning - Prospera Financial
    Grapevine, TX
  • 05/2021 → Present
    Fisher Investments
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-22
  • S66 Uniform Combined State Law Examination
    2019-01-22

View on SEC IAPD

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