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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Robert D Wilson

Advisor at MISSIONSQUARE RETIREMENT

Cedar Park, TX | WASHINGTON, DC

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Search this name across graphsid dfx:ria:0d70188b-bc80-9202-7750-49b1c6bd782f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jul 3, 2014 to Sep 15, 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: MISSIONSQUARE RETIREMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 3, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 3, 2014
First registration: Jul 3, 2014
Dual registered: yes, broker-dealer
Other names: ROBERT D WILSON|Doug Wilson|ROBERT DOUGLAS WILSON
IAPD individual key: 6290057

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
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Mar 5, 2025	n/a	yes	Cedar Park, TX\|WASHINGTON, DC	Current employment
DIMENSIONAL FUND ADVISORS LP	Asset manager	Dec 8, 2023	Oct 9, 2024	no	AUSTIN, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 14, 2021	Nov 15, 2023	no	Austin, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 24, 2021	Aug 18, 2021	no	AUSTIN, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 28, 2019	Dec 31, 2020	no	Round Rock, TX\|Indianapolis, IN\|Austin, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 28, 2019	Jan 11, 2021	no	Indianapolis, IN\|ROUND ROCK, TX\|Austin, TX	Previous registration
TRANSAMERICA RETIREMENT ADVISORS, LLC	Bd affiliated wealth	Apr 27, 2015	Jun 18, 2019	no	AUSTIN, TX\|Leander, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 3, 2014	Mar 27, 2015	no	Austin, TX	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
DIMENSIONAL FUND ADVISORS LP	MISSIONSQUARE RETIREMENT	Oct 9, 2024	Mar 5, 2025	147	Firm change	Other
CHARLES SCHWAB & CO., INC.	DIMENSIONAL FUND ADVISORS LP	Nov 15, 2023	Dec 8, 2023	23	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CHARLES SCHWAB & CO., INC.	Aug 18, 2021	Oct 14, 2021	57	Firm change	Ibd to ibd
TD AMERITRADE, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 11, 2021	Mar 24, 2021	72	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Jun 28, 2019	-552	Bulk transfer	Other
TRANSAMERICA RETIREMENT ADVISORS, LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 18, 2019	Jun 28, 2019	10	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	TRANSAMERICA RETIREMENT ADVISORS, LLC	Mar 27, 2015	Apr 27, 2015	31	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7870:288590:TX:2021-01-11	Jan 11, 2021	Mar 24, 2021	AUSTIN, TX	Firm change

Relationships

Registered with (7)

→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: current employment
Mar 5, 2025 to presentfactForm ADV
→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: previous registration
Dec 8, 2023 to Oct 9, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 14, 2021 to Nov 15, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 24, 2021 to Aug 18, 2021factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 28, 2019 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 28, 2019 to Dec 31, 2020factForm ADV
→ TRANSAMERICA RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 27, 2015 to Jun 18, 2019factForm ADV

Dated events

Occurred
Oct 9, 2024
Advisor changed firm
Robert D Wilson left Dimensional Fund Advisors Lp for Missionsquare Retirement (registered 2025-03-05)
Form ADVobserved 6 days ago
Occurred
Nov 15, 2023
Advisor changed firm
Robert D Wilson left Charles Schwab & Co., Inc. for Dimensional Fund Advisors Lp (registered 2023-12-08)
Form ADVobserved 6 days ago