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Reading the graph
Advisor at ROBERTSON INVESTMENT MANAGEMENT
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ROBERTSON INVESTMENT MANAGEMENT | Independent wealth | Dec 3, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Apr 15, 2025 | Jul 15, 2025 | no | THE WOODLANDS, TX | Previous registration |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Mar 1, 2023 | May 11, 2023 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | ROBERTSON INVESTMENT MANAGEMENT | Jul 15, 2025 | Dec 3, 2025 | 141 | Firm change | Ibd to RIA |
| DIMENSIONAL FUND ADVISORS LP | LPL ENTERPRISE, LLC | May 11, 2023 | Apr 15, 2025 | 705 | Firm change after gap | Other |