Derek D. Robinett

AMICUS FINANCIAL ADVISORS

Midland, TX 79705

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CRD#: 4925389

Professional summary

Derek Dewitt Robinett is a registered financial advisor currently at AMICUS FINANCIAL ADVISORS, LLC located in Midland, Texas.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Derek has worked at 12 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Fannin Terrace Baptist Church/not investment-related/2800 MOGFORD ST, MIDLAND, TX, NIR - 40 hrs./month, 5 during trading hours. Business Administrator, Assist Treasurer with insurance, employer duties, etc. 2.BASIN WEALTH MANAGEMENT LLC, 2103 WWHITNEY DR, MIDLAND, TX, 1/2016/DBA Name/INV REL - 5/MO - 0/TRADING. 3.Derek Robinett PLLC/2103 WHITNEY DR, MIDLAND, TX, 5/2017. INV REL - 30 hours/WK, 30 during trading hours. Offer tax preparation, tax planning, and small business advisory services. 4. MORRIS, HOLMQUEST & TIDWELL PLLC/3300 NORTH A STREET, BLDG ONE, STE 108, MIDLAND, TX, CPA/ENROLLED AGENT/TAX PREP, ACCOUNTING SVCS, 01/01/20, NIR, PARTNER, 5/WK- 5/TRADING 5. Insurance license/investment-related/Midland, TX/insurance agent/April 2005/approximately 10 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Dewitt Robinett'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

March 30, 2021 - Present

AMICUS FINANCIAL ADVISORS, LLC

Office #1: 3300 North A Street Building One, Suite 108, Midland, TX 79705

RIA

CRD#: 131315

Midland, TX

Past

January 2, 2018 - March 2, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Midland, TX

Past

January 2, 2018 - March 2, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Midland, TX

Past

September 14, 2017 - September 25, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

MIDLAND, TX

Past

July 22, 2015 - June 30, 2017

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

MIDLAND, TX

Past

June 30, 2015 - June 30, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

MIDLAND, TX

Past

June 13, 2007 - October 8, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SAN ANTONIO, TX

Past

May 29, 2007 - October 8, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SAN ANTONIO, TX

Past

January 8, 2007 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

SAN ANTONIO, TX

Past

January 10, 2006 - October 6, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

SAN ANTONIO, TX

Past

January 10, 2006 - October 6, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SAN ANTONIO, TX

Past

August 12, 2005 - December 12, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAN ANTONIO, TX

Past

August 12, 2005 - December 12, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 18, 2005 - July 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN ANTONIO , TX

Past

March 24, 2005 - July 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

March 24, 2005 - August 17, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

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".

AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC

CRD#: 131315 / SEC#: 801-113147

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Kansas

Registered Investment Advisory firm - (12/31/2015 Terminated)

Louisiana

Registered Investment Advisory firm - (5/14/2018 Terminated)

New Mexico

Registered Investment Advisory firm - (5/11/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/11/2018 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.

Highlighted states indicate IAR registrations

IAR

Texas
(3/30/2021)

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.

Exams

State Security Law Exam

Series 63

Date: 7/8/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/30/2015

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 8/26/2005

Futures Managed Funds Examination

Current Firm

AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC

CRD#: 131315 / SEC#: 801-113147

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Kansas

Registered Investment Advisory firm - (12/31/2015 Terminated)

Louisiana

Registered Investment Advisory firm - (5/14/2018 Terminated)

New Mexico

Registered Investment Advisory firm - (5/11/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/11/2018 Terminated)

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Contact information

Main Address

7021 Kewanee Ave 4-102, Lubbock, TX 79424

Mailing Address

Phone number

(806) 698-1122

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

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,408
AUM (Assets Under Management)	$ 511,209,833

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

Derek D. Robinett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Dewitt Robinett's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MML INVESTORS SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

AMICUS FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/8/2015

Series 66

Date: 4/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/30/2015

Series 31

Date: 8/26/2005

Current Firm

AMICUS FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMICUS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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