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RIA / WealthAdvisor11 years in industry

CALLEN MICHAEL ROBINSON

Advisor at FISHER INVESTMENTS

PLANO, TX

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Search this name across graphsid dfx:ria:f01fe603-5429-a261-1693-dc32772b02f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2019 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: FISHER INVESTMENTS
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 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 22, 2019
First registration: Jan 22, 2019
Dual registered: no
IAPD individual key: 6822065

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
FISHER INVESTMENTS	Independent wealth	May 25, 2021	n/a	yes	PLANO, TX\|PLANO, TX	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 4, 2019	Feb 2, 2021	no	DENVER, CO	Previous registration
MORGAN STANLEY	Wirehouse	Jun 19, 2019	Oct 28, 2019	no	Fort Worth, TX	Previous registration
PROSPERA FINANCIAL SERVICES, INC.	Bd affiliated wealth	Jan 22, 2019	Jun 13, 2019	no	Grapevine, 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
UBS FINANCIAL SERVICES INC.	FISHER INVESTMENTS	Feb 2, 2021	May 25, 2021	112	Firm change	Wirehouse to RIA
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Oct 28, 2019	Nov 4, 2019	7	Firm change	Wirehouse to wirehouse
PROSPERA FINANCIAL SERVICES, INC.	MORGAN STANLEY	Jun 13, 2019	Jun 19, 2019	6	Firm change	RIA to wirehouse

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
May 25, 2021 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 4, 2019 to Feb 2, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 19, 2019 to Oct 28, 2019factForm ADV
→ PROSPERA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 22, 2019 to Jun 13, 2019factForm ADV

Dated events

No dated event names this entity yet.