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RIA / WealthAdvisor34 years in industry

ROBERT M. WYRICK, JR.

Advisor at POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 30, 1997 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: POST OAK PRIVATE WEALTH ADVISORS
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: Jul 20, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 20, 1992
First registration: May 30, 1997
Dual registered: no
Other names: ROB WYRICK|ROBERT M WYRICK|ROB WYRICK|ROB MARTIN WYRICK|ROBERT MARTIN WYRICK|ROBERT M WYRICK
IAPD individual key: 1219995

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
POST OAK PRIVATE WEALTH ADVISORS	Independent wealth	Apr 20, 2012	n/a	yes	HOUSTON, TX	Current employment
FSC SECURITIES CORPORATION	Former SEC adviser	May 2, 2011	Jun 12, 2013	no	HOUSTON, TX\|HOUSTON, TX\|MAGNOLIA, TX	Previous registration
THE RETIREMENT GROUP, LLC	Former SEC adviser	Apr 18, 2011	Dec 12, 2014	no	SAN DIEGO, CA	Previous registration
ALPHASOURCE INVESTMENT COUNSEL, INC	Former SEC adviser	Nov 30, 2007	Mar 19, 2009	no	HOUSTON, TX	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Dec 1, 2006	Apr 27, 2011	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2005	Dec 11, 2006	no	HOUSTON, TX	Previous registration
SUNAMERICA SECURITIES, INC.	n/a	May 30, 1997	Oct 31, 2005	no	SPRING, 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
THE RETIREMENT GROUP, LLC	FSC SECURITIES CORPORATION	Dec 12, 2014	May 2, 2011	-1,320	Firm change after gap	Other
FSC SECURITIES CORPORATION	POST OAK PRIVATE WEALTH ADVISORS	Jun 12, 2013	Apr 20, 2012	-418	Firm change after gap	Other
NEXT FINANCIAL GROUP, INC.	ALPHASOURCE INVESTMENT COUNSEL, INC	Apr 27, 2011	Nov 30, 2007	-1,244	Firm change after gap	Other
ALPHASOURCE INVESTMENT COUNSEL, INC	THE RETIREMENT GROUP, LLC	Mar 19, 2009	Apr 18, 2011	760	Firm change after gap	Other
SAGEPOINT FINANCIAL, INC.	NEXT FINANCIAL GROUP, INC.	Dec 11, 2006	Dec 1, 2006	-10	Firm change	Other
SUNAMERICA SECURITIES, INC.	SAGEPOINT FINANCIAL, INC.	Oct 31, 2005	Oct 31, 2005	0	Bulk transfer	Other

Relationships

Registered with (7)

→ POST OAK PRIVATE WEALTH ADVISORSRegistered adviserregistration: current employment
Apr 20, 2012 to presentfactForm ADV
→ THE RETIREMENT GROUP, LLCRegistered adviserregistration: previous registration
Apr 18, 2011 to Dec 12, 2014factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 2, 2011 to Jun 12, 2013factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Dec 1, 2006 to Apr 27, 2011factForm ADV
→ ALPHASOURCE INVESTMENT COUNSEL, INCRegistered adviserregistration: previous registration
Nov 30, 2007 to Mar 19, 2009factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2005 to Dec 11, 2006factForm ADV
→ SUNAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
May 30, 1997 to Oct 31, 2005factForm ADV

Dated events

No dated event names this entity yet.