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919 Milam St Suite 500, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc | San Diego | CA | 08/2015 | 11/2019 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 08/2015 | 11/2019 |
| Robertson Wealth Management, Llc. | Houston | TX | 04/2018 | Present |
| Securities America, Inc. | Abilene | TX | 12/2019 | 06/2024 |
| Osaic Wealth, Inc. | Abilene | TX | 06/2024 | Present |
***HOWARD CO. POSITION: none NATURE: oil produce income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/26/1999 ADDRESS: 3575 hunters glen rd, abilene TX 79605 DESCRIPTION: none ***Robertson Wealth Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-30 |
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