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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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DR

Derek D. Robinett

AMICUS FINANCIAL ADVISORS
Midland, TX 79705
Some features on this profile are disabled
CRD#: 4925389
DR

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.
The advisor shows no other business activity.

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.

BD
CRD#: 39543
Midland, TX
Past

September 14, 2017 - September 25, 2017

MML INVESTORS SERVICES, LLC

BD
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.

BD
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.

BD
CRD#: 7059
SAN ANTONIO, TX
Past

January 8, 2007 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
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.

BD
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.

BD
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

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

March 24, 2005 - August 17, 2005

IDS LIFE INSURANCE COMPANY

BD
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".
AF
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)

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)

Exams

State Security Law Exam
RR
Series 63
Date: 7/8/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/15/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/30/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 8/26/2005
Futures Managed Funds Examination

Current Firm

AF
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
20

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,408
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.

Company Information

AMICUS FINANCIAL ADVISORS, LLC

CRD#: 131315Midland, TX 79705

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