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RIA / WealthAdvisor27 years in industry

GERALD LEE ROBINSON

Advisor at ADVISOR RESOURCE COUNCIL

FLOWER MOUND, TX | DALLAS, TX

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Search this name across graphsid dfx:ria:c8121ba8-b655-4a26-d20b-b5f0a4178225

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 26, 1999 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: ADVISOR RESOURCE COUNCIL
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: Apr 23, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 23, 1999
First registration: Apr 26, 1999
Dual registered: no
IAPD individual key: 3198278

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
ADVISOR RESOURCE COUNCIL	Independent wealth	Oct 29, 2012	n/a	yes	FLOWER MOUND, TX\|DALLAS, TX	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 3, 2009	Jun 11, 2013	no	SAN DIEGO, CA\|FLOWER MOUND, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 10, 2002	Apr 6, 2009	no	FORT WORTH, TX\|FORT WORTH, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 26, 1999	May 24, 2002	no	FORT WORTH, 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
LPL FINANCIAL LLC	ADVISOR RESOURCE COUNCIL	Jun 11, 2013	Oct 29, 2012	-225	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Apr 6, 2009	Apr 3, 2009	-3	Firm change	Other
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 24, 2002	May 10, 2002	-14	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ ADVISOR RESOURCE COUNCILRegistered adviserregistration: current employment
Oct 29, 2012 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 3, 2009 to Jun 11, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 10, 2002 to Apr 6, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 26, 1999 to May 24, 2002factForm ADV

Dated events

No dated event names this entity yet.