Mitchell K. Robinson

DRAWBRIDGE CAPITAL

TULSA, OK 74136

CRD#: 2371779

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Professional summary

Mitchell K Robinson, who also goes by Mitchell Kean Robinson, is a registered financial advisor currently at DRAWBRIDGE CAPITAL located in Tulsa, Oklahoma and LPL FINANCIAL LLC located in Tulsa, Oklahoma.

Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Mitchell has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitchell Kean 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell K 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®

None

Experience

Current

June 4, 2026 - Present

DRAWBRIDGE CAPITAL

Office #1: 7134 S.yale Ave Ste 700, Tulsa, OK 74136

RIA

CRD#: 128636

TULSA, OK

Current

November 11, 2024 - Present

LPL FINANCIAL LLC

Office #1: 7134 S. Yale Ave, Ste 700, Tulsa, OK 74136

RIA

CRD#: 6413

TULSA, OK

Past

April 15, 2025 - May 22, 2026

MSEC, LLC

CRD#: 154327

OVERLAND PARK, KS

Past

October 31, 2024 - May 22, 2026

MARINER ADVISOR NETWORK

RIA

CRD#: 283824

Tulsa, OK

Past

October 26, 2021 - October 17, 2024

ADAPTATION FINANCIAL ADVISORS INC.

RIA

CRD#: 309192

OKLAHOMA CITY, OK

Past

October 25, 2021 - October 7, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Addison, TX

Past

October 25, 2021 - October 7, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Oklahoma City, OK

Past

February 2, 2016 - October 22, 2021

DRAWBRIDGE CAPITAL

RIA

CRD#: 128636

TULSA, OK

Past

January 10, 2013 - September 8, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

TULSA, OK

Past

January 10, 2013 - November 11, 2021

LPL FINANCIAL LLC

CRD#: 6413

TULSA, OK

Past

December 6, 2005 - October 19, 2012

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

TULSA, OK

Past

August 14, 2003 - October 19, 2012

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

TULSA, OK

Past

February 8, 1996 - July 23, 2003

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 8, 1996 - July 23, 2003

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

August 23, 1993 - September 6, 1994

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

DRAWBRIDGE CAPITAL

DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL

CRD#: 128636 / SEC#: 801-115050

RIA

Registered Investment Advisory firm - (4/22/2019 Approved)

Arkansas

Registered Investment Advisory firm - (5/24/2019 Terminated)

California

Registered Investment Advisory firm - (6/24/2019 Terminated)

Connecticut

Registered Investment Advisory firm - (5/28/2019 Terminated)

Florida

Registered Investment Advisory firm - (5/24/2019 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/24/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/28/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/14/2024)

Arkansas
(11/14/2024)

California
(11/11/2024)

Colorado
(11/14/2024)

IAR

Colorado
(6/4/2026)

Connecticut
(11/14/2024)

Florida
(11/14/2024)

Georgia
(11/14/2024)

Idaho
(11/14/2024)

Illinois
(11/14/2024)

Indiana
(11/14/2024)

Iowa
(11/14/2024)

Kansas
(11/14/2024)

Kentucky
(11/14/2024)

Louisiana
(11/14/2024)

IAR

Louisiana
(6/4/2026)

Maryland
(11/14/2024)

Missouri
(11/14/2024)

Nevada
(11/14/2024)

New Jersey
(11/14/2024)

New Mexico
(11/14/2024)

North Dakota
(11/14/2024)

Ohio
(11/14/2024)

Oklahoma
(11/11/2024)

IAR

Oklahoma
(6/4/2026)

Oregon
(11/14/2024)

South Carolina
(11/14/2024)

Texas
(11/14/2024)

IAR

Texas
(6/4/2026)

Virginia
(11/14/2024)

Washington
(11/14/2024)

Wisconsin
(11/14/2024)

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: 1/14/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/10/1993

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/20/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/22/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

DRAWBRIDGE CAPITAL

DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL

CRD#: 128636 / SEC#: 801-115050

RIA

Registered Investment Advisory firm - (4/22/2019 Approved)

Arkansas

Registered Investment Advisory firm - (5/24/2019 Terminated)

California

Registered Investment Advisory firm - (6/24/2019 Terminated)

Connecticut

Registered Investment Advisory firm - (5/28/2019 Terminated)

Florida

Registered Investment Advisory firm - (5/24/2019 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/24/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/28/2019 Terminated)

PREMIUM

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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7134 S.yale Ave Ste 700, Tulsa, OK 74136

Mailing Address

Phone number

(918) 493-4190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM BROCHURE (3/19/2025)

ADV 2B - GARY STANISLAWSKI (3/19/2025)

ADV 2B - WILL RIEDEL (3/19/2025)

ADV 2B - DOUGLAS GARONE (3/19/2025)

ADV 2B - SCOTT DITTMER (3/19/2025)

ADV 2B - JASON DUCK (3/19/2025)

FORM CRS (3/19/2025)

ADV 2B - MONTY DOSSMAN (3/19/2025)

ADV 2B - TIERNEY GORHAM (3/19/2025)

Regulatory assets under management

Total Number of Accounts	951
AUM (Assets Under Management)	$ 189,926,889

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Darin Kight

LPL FINANCIAL LLC

IAR

TULSA, OK

Thomas Loper

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

Tulsa, OK

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Advisor Monitoring

Firm Stability Insights

Mitchell K. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell K Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MSEC, LLC

MARINER ADVISOR NETWORK

ADAPTATION FINANCIAL ADVISORS INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

DRAWBRIDGE CAPITAL

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

DRAWBRIDGE CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/1994

Series 63

Date: 9/10/1993

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 9/10/1993

Series 7

Date: 8/20/1993

Series 24

Date: 7/22/2005

FINRA

Current Firm

DRAWBRIDGE CAPITAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DRAWBRIDGE CAPITAL

TRUST BUT VERIFY

Contact information

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