Timothy James Roberts

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-12
TX	RA	APPROVED	2026-06-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fisher Investments	Tampa	FL	05/2026	Present
Bankers Life	Dover	DE	05/2025	04/2026
Texas Roadhouse	Dover	DE	10/2024	09/2025
State Street Motors	Camden Wyoming	DE	08/2024	10/2024
The Burish Group At Ubs	Madison	WI	06/2023	05/2024
University Of Wisconsin - Madison	Madison	WI	12/2021	05/2024
World Financial Group At Transamerica	Madison	WI	03/2021	12/2021
University Of Wisconsin - Madison: Carson Dining Hall	Madison	WI	08/2019	03/2021
University Of Wisconsin - Madison	Madison	WI	09/2019	05/2024
Las Brasas Mexican Restaurant	Berlin	WI	04/2019	08/2019
The Health Connection	Berlin	WI	10/2017	05/2019
Clean Sweep	Green Lake	WI	06/2016	08/2020

05/2026 → Present

Fisher Investments

Tampa, FL
05/2025 → 04/2026

Bankers Life

Dover, DE
10/2024 → 09/2025

Texas Roadhouse

Dover, DE
08/2024 → 10/2024

State Street Motors

Camden Wyoming, DE
06/2023 → 05/2024

The Burish Group At Ubs

Madison, WI
12/2021 → 05/2024

University Of Wisconsin - Madison

Madison, WI
03/2021 → 12/2021

World Financial Group At Transamerica

Madison, WI
08/2019 → 03/2021

University Of Wisconsin - Madison: Carson Dining Hall

Madison, WI
09/2019 → 05/2024

University Of Wisconsin - Madison

Madison, WI
04/2019 → 08/2019

Las Brasas Mexican Restaurant

Berlin, WI
10/2017 → 05/2019

The Health Connection

Berlin, WI
06/2016 → 08/2020

Clean Sweep

Green Lake, WI

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-10