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Matthew Roberson

20 Years of Experience
Oklahoma City, OK
Broker

Matthew Roberson is a registered investment advisor, based in Oklahoma City, OK, with 20 years of industry experience.

Location

3401 NW 63rd Street, Suite 600, Oklahoma City, OK, 73116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is involved in real estate investing through Robo Grand Holdings LLC since 2009. This activity requires minimal time.

Employment History
Current Registrations
Thurston Springer Advisors
June 2024 - Present · 1 yr 11 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Phillips Capital Advisors, INC.
March 2011 - June 2024 · 13 yrs 3 mos
T.S. Phillips Investments, INC.Broker
March 2011 - June 2024 · 13 yrs 3 mos
Edward Jones
March 2007 - March 2011 · 4 yrs
Edward JonesBroker
August 2005 - March 2011 · 5 yrs 7 mos
State Registrations9 states
COFLHIINKSMNOKPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Roberson - Financial Advisor | TrueAdvisor