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RIA / WealthAdvisor29 years in industry

DEREK MOISES ROBERTSON

Advisor at INTEGRATED INVESTMENT STRATEGIES,INC.

CARMEL, IN

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Search this name across graphsid dfx:ria:46e0aa8e-fe37-e7bb-f498-ead70735b98f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 14, 2002 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: INTEGRATED INVESTMENT STRATEGIES,INC.
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: Nov 27, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 27, 1996
First registration: Feb 14, 2002
Dual registered: no
IAPD individual key: 2827108

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
INTEGRATED INVESTMENT STRATEGIES,INC.	Independent wealth	Jun 16, 2026	n/a	yes	CARMEL, IN	Current employment
INTEGRATED INVESTMENT STRATEGIES,INC.	Independent wealth	Jul 31, 2025	May 1, 2026	no	Carmel, IN\|Carmel, IN	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Jul 30, 2025	no	CARMEL, IN	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jan 28, 2021	Jun 14, 2024	no	INIDANAPOLIS, IN\|CARMEL, IN	Previous registration
INTEGRATED INVESTMENT STRATEGIES,INC.	Independent wealth	Aug 25, 2008	Feb 8, 2019	no	CARMEL, IN	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Mar 28, 2007	Aug 18, 2008	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|CARMEL, IN	Previous registration
INTEGRATED INVESTMENT STRATEGIES,INC.	Independent wealth	Feb 14, 2002	Mar 13, 2007	no	CARMEL, IN	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
OSAIC WEALTH, INC.	INTEGRATED INVESTMENT STRATEGIES,INC.	Jul 30, 2025	Jul 31, 2025	1	Firm change	Ibd to RIA
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
INTEGRATED INVESTMENT STRATEGIES,INC.	SECURITIES AMERICA ADVISORS, INC.	Feb 8, 2019	Jan 28, 2021	720	Firm change after gap	RIA to ibd
MONEY CONCEPTS ADVISORY SERVICE	INTEGRATED INVESTMENT STRATEGIES,INC.	Aug 18, 2008	Aug 25, 2008	7	Firm change	Other
INTEGRATED INVESTMENT STRATEGIES,INC.	MONEY CONCEPTS ADVISORY SERVICE	Mar 13, 2007	Mar 28, 2007	15	Firm change	Other

Relationships

Registered with (4)

→ INTEGRATED INVESTMENT STRATEGIES,INC.Registered adviserregistration: previous registration
Jul 31, 2025 to May 1, 2026factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Jul 30, 2025factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jan 28, 2021 to Jun 14, 2024factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Mar 28, 2007 to Aug 18, 2008factForm ADV

Dated events

Occurred
Jul 30, 2025
Advisor changed firm
Derek Moises Robertson left Osaic Wealth, Inc. for Integrated Investment Strategies,Inc. (registered 2025-07-31)
Form ADVobserved 6 days ago