DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Derek Dewitt Robinett

Amicus Financial Advisors, LLCindependent RIAMidland, TxIA-onlyIAPD 4925389

Personal Financial Specialist · Chartered Financial Analyst

Feed of 09/14/2026

At current firm

5 y

since Mar 30, 2021

In the industry

21 y

since Apr 15, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Direct business phone: 888-826-4287reportedamicusadvisors.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/derek-robinett-cpa-pfs-cfa-mba-667a1649reportedamicusadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Amicus Financial Advisors, LLC independent RIA current
since Mar 30, 2021 · Midland, Tx
Cambridge Investment Research Advisors, Inc. BD affiliated
Jan 2, 2018 to Mar 2, 2021 · Midland, Tx
Avantax Advisory Services former
Jul 22, 2015 to Jun 30, 2017 · Midland, Tx
Citigroup Global Markets Inc. BD affiliated
Jun 13, 2007 to Oct 8, 2007 · San Antonio, Tx
Chase Investment Services Corp. former
Jan 10, 2006 to Oct 6, 2006 · San Antonio, Tx
Morgan Stanley Dw Inc. unclassified
Aug 12, 2005 to Dec 12, 2005 · San Antonio, Tx
Ameriprise Financial Services, LLC national BD
Apr 18, 2005 to Jul 8, 2005 · San Antonio , Tx

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Amicus Financial Advisors, LLC
left Mar 2, 2021, registered Mar 30, 2021 (28 days) · Affiliated broker-dealer or bank to independent RIA
Avantax Advisory Services to Cambridge Investment Research Advisors, Inc.
left Jun 30, 2017, registered Jan 2, 2018 (186 days) · Other
Citigroup Global Markets Inc. to Avantax Advisory Services
left Oct 8, 2007, registered Jul 22, 2015 (2844 days) · Other
Chase Investment Services Corp. to Citigroup Global Markets Inc.
left Oct 6, 2006, registered Jun 13, 2007 (250 days) · Other
Morgan Stanley Dw Inc. to Chase Investment Services Corp.
left Dec 12, 2005, registered Jan 10, 2006 (29 days) · Other
Ameriprise Financial Services, LLC to Morgan Stanley Dw Inc.
left Jul 8, 2005, registered Aug 12, 2005 (35 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address