Gordon T. Robinson

OSAIC WEALTH

Tulsa, OK 74135

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CRD#: 1069882

Professional summary

Gordon Thomas Robinson, CFP®, who also goes by Gordon T Robinson, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Tulsa, Oklahoma.

Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Gordon has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gordon T Robinson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INVESTMENTS BY DESIGN GROUP, INC., DBA NAME; INVESTMENT RELATED; 3314 E 51ST STREET, SUITE S, TULSA OK, 74135; PRESIDENT; SINCE 1/1/2008; 2-3 HRS/MTH, 1-2 HRS/DST; CONSULTING SERVICES FOR FINANCIAL PLANNING, RETIREMENT AND BENEFITS PLANNING, VENTURE CAPITAL PLANNING. 2. GORDON T. ROBINSON; NOT INVESTMENT RELATED; START DATE 1995; 5 HRS/MTH, ZERO HRS/DST; one RENTAL PROPERTY - 2903 E 76TH PLACE, TULSA OK, 74136 3. GORDON T. ROBINSON, SOLE PROPRIETOR POSITION: Owner - NATURE: I rent out a single family house. it is a 4 bedroom house located near the ORU campus. I have not lived in this house since 1995. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 1/1/95 ADDY: Property 1. [Near ORU], 74136. Property 24-30 month lease. Property II has been sold, Tulsa OK 74135, DESCRIPTION: Property I: Current owner of 4 bedroom house. Rents out as rental property. Single Family tenant property. Previously lived in the home 4 years, 1991- 1995. Not actively in the real estate rental business. Limited time involved during business hours. Nor is there any interest in the real estate business. It has no romance of ownership in any fashion shape or form.2nd Property: Sublease 2 office rooms at the office. They have separate entrances & unrelated to financial services industry. 4. INVESTMENT DESIGNERS OF TULSA, INC POSITION: Owner - Pres NATURE: Sub S Corp INVESTMENT RELATED: Yes # OF HRS: 12 SECURITIES TRADING HRS: 5 START DATE: 1/1/76 ADDY :Tulsa OK 74135 DESCRIPT: Independent Insurance Broker. Life, Health, Disability Income. This corp is also the DBA used for the securities role. 5. HARVEST HOUSE POS: Board Member NATURE: Corporation^Non-Profit - Charity to the less fortunate. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/18/2012 ADDY :Tulsa OK 74136 DESCRIPT: Member of the Board. The position specifically excludes any oversight of any checking account or any funds. The position also excludes any investment advice or oversight over any securities. Chairman of the Board 2018 thru 2019. This will not expand the duites beyond the administration of the board meetings. I will not have supervision over securities or any of the money of the operation. I will not be listed in any financial capacity on the checking account. This is the role of the treasurer. Chris Tham. There are two CPA's on the board, and two more with accounting or finance degrees. 6. FINANCIAL PLANNING ASSOCIATION OF TULSA POSITION: Pres / Program Director NATURE: Pres INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 3314 E 51st St, Suite S, Tulsa OK 74135 DESCRIPTION: Book speakers for the Association. Set the circulicum agenda for the last 2 years. GORDON ROBINSON, FPA PRESDIENT POSITION: Program Director NATURE: As an individual. This is not a business venture or duty. This means, "Financial Planning Association of Tulsa". Program Director means: I schedule the monthly speakers for the CE requirements of the Tulsa chapter of the Financial PLanning Association. National Association of the Certified Financial PLannersTM.P This is an unpaid position. I am not on the board of directors. I am also not the treasurer. There are monthly board meetings, but most are not on the board. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2006 ADDY: Tulsa OK 74135 DESCRIPT: I am the program director for the FPA of Tulsa. Each month we have one or two hours of CE classes conductred during our lunch meetings. I select the sponsors and the speakers and approve the CE material which will be used in the monthly lunch meetings. We consider this the local Tulsa/Bartlesville chapter of the Financial PLanning Association.Members are generally financial planners or estate planners. It is an industry focused meeting. Connected and approved by the National Association of the Certified Financial PLanners TM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Thomas Robinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Gordon Thomas Robinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 22, 2000 - Present

OSAIC WEALTH, INC.

Office #1: 3314 E. 51st Street Suite S, Tulsa, OK 74135

RIA

CRD#: 23131

Tulsa, OK

Current

December 17, 1991 - Present

OSAIC WEALTH, INC.

Office #1: 3314 E. 51st Street Suite S, Tulsa, OK 74135

RIA

CRD#: 23131

Tulsa, OK

Past

November 19, 1989 - December 21, 1989

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

June 22, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

July 19, 1988 - May 6, 1989

ANDERSON, BRYANT & CO.

CRD#: 13185

Past

December 11, 1987 - December 31, 1988

CONSECO FINANCIAL SERVICES, INC.

CRD#: 629

Past

October 21, 1982 - January 12, 1990

FITZGERALD, DEARMAN & ROBERTS, INC.

CRD#: 317

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/28/2023)

Arkansas
(5/31/1996)

California
(4/27/1998)

IAR

California
(4/13/2015)

Colorado
(10/12/1999)

IAR

Colorado
(2/20/2009)

Florida
(12/19/1991)

IAR

Florida
(3/3/2009)

Idaho
(10/20/2023)

Indiana
(8/28/2000)

IAR

Indiana
(3/4/2009)

Iowa
(2/2/2024)

Kansas
(1/16/1998)

Kentucky
(7/7/2014)

Louisiana
(9/7/2022)

Maine
(8/4/2022)

Maryland
(3/6/2017)

Massachusetts
(10/16/2012)

IAR

Massachusetts
(11/13/2012)

Minnesota
(10/21/1999)

IAR

Minnesota
(3/6/2017)

Missouri
(3/13/1998)

IAR

Missouri
(2/19/2009)

Nevada
(1/24/2005)

New Jersey
(10/19/2015)

New Mexico
(1/9/2006)

New York
(9/10/1998)

North Carolina
(9/29/1999)

Ohio
(9/10/2020)

Oklahoma
(12/18/1991)

IAR

Oklahoma
(9/22/2000)

Oregon
(4/28/2000)

Tennessee
(1/10/2025)

Texas
(1/22/1996)

IAR

Texas
(4/15/2008)

Vermont
(8/30/2022)

Virginia
(1/7/2004)

IAR

Virginia
(2/19/2009)

Washington
(4/24/2006)

Wyoming
(8/25/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/5/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/28/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/13/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gordon T. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Thomas Robinson's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Gordon Thomas Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

ANDERSON, BRYANT & CO.

CONSECO FINANCIAL SERVICES, INC.

FITZGERALD, DEARMAN & ROBERTS, INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/1998

Series 63

Date: 11/5/1982

SIE

Date: 10/1/2018

Series 7

Date: 10/16/1982

Series 51

Date: 3/28/2003

Series 24

Date: 4/13/1998

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

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