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RIA / WealthAdvisorCertified Financial Planner10 years in industry

ROBERT HENRY HIMMELMAN

Advisor at MISSION WEALTH MANAGEMENT, LP

Scottsdale, AZ

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Search this name across graphsid dfx:ria:02d7a60c-524d-9082-d617-dcd9a8b0c0c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Mar 3, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSION WEALTH MANAGEMENT, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 1, 2016
First registration: Mar 3, 2016
Dual registered: no
Other names: Robert Himmelman|Robert Henry Himmelman
IAPD individual key: 6593922

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSION WEALTH MANAGEMENT, LP	Independent wealth	May 22, 2025	n/a	yes	Scottsdale, AZ	Current employment
FORTITUDE FAMILY OFFICE	Independent wealth	Jun 26, 2024	May 22, 2025	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Feb 27, 2024	Mar 28, 2024	no	SCOTTSDALE, AZ	Previous registration
TMD WEALTH MANAGEMENT	Former SEC adviser	May 13, 2022	Feb 28, 2023	no	SCOTTSDALE, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 1, 2021	Apr 25, 2022	no	SCOTTSDALE, AZ	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 20, 2020	Nov 30, 2021	no	PHOENIX, AZ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 3, 2016	Jul 9, 2020	no	WEEHAWKEN, NJ\|WEEHAWKEN, NJ\|WEEHAWKEN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORTITUDE FAMILY OFFICE	MISSION WEALTH MANAGEMENT, LP	May 22, 2025	May 22, 2025	0	Firm change	RIA to RIA
STRATOS WEALTH PARTNERS, LTD	FORTITUDE FAMILY OFFICE	Mar 28, 2024	Jun 26, 2024	90	Firm change	Ibd to RIA
TMD WEALTH MANAGEMENT	STRATOS WEALTH PARTNERS, LTD	Feb 28, 2023	Feb 27, 2024	364	Firm change	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TMD WEALTH MANAGEMENT	Apr 25, 2022	May 13, 2022	18	Firm change	Wirehouse to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 30, 2021	Dec 1, 2021	1	Firm change	Ibd to wirehouse
UBS FINANCIAL SERVICES INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 9, 2020	Aug 20, 2020	42	Firm change	Wirehouse to ibd

Relationships

Registered with (7)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ FORTITUDE FAMILY OFFICERegistered adviserregistration: previous registration
Jun 26, 2024 to May 22, 2025factForm ADV
→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: previous registration
Feb 27, 2024 to Mar 28, 2024factForm ADV
→ TMD WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 13, 2022 to Feb 28, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 1, 2021 to Apr 25, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 20, 2020 to Nov 30, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 3, 2016 to Jul 9, 2020factForm ADV

Dated events

Occurred
May 22, 2025
Advisor changed firm
Robert Henry Himmelman left Fortitude Family Office for Mission Wealth Management, Lp (registered 2025-05-22)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Advisor changed firm
Robert Henry Himmelman left Stratos Wealth Partners, Ltd for Fortitude Family Office (registered 2024-06-26)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2023
Advisor changed firm
Robert Henry Himmelman left Tmd Wealth Management for Stratos Wealth Partners, Ltd (registered 2024-02-27)
Form ADVobserved 6 days ago
Occurred
Apr 25, 2022
Advisor changed firm
Robert Henry Himmelman left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Tmd Wealth Management (registered 2022-05-13)
Form ADVobserved 6 days ago