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DONALD WAYNE ROBERTS
DONNIE ROBERTS
CRD#: 2689734
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Investment Adviser
MISSION WEALTH MANAGEMENT, LPCRD#: 113057 7500 San Felipe St.
Suite 150
Houston, TX 77063
Registration History
2017201820192020202120222023202420252026IAMISSION WEALTH MANAGEMENT, LP (CRD# 113057)2025 - Present (<1 year)IALOGIC CAPITAL MANAGEMENT, LLC (CRD# 137902)2020 - Present (4 years)IAWESTWOOD WEALTH MANAGEMENT (CRD# 132162)2017 - 2021 (4 years)
License(s)

State Registrations

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Texas 11/9/2020

Current Registration(s)
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MISSION WEALTH MANAGEMENT, LP (CRD#:113057)
7500 San Felipe St. Suite 150, Houston, TX 77063
Registered with this firm since 1/28/2025

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LOGIC CAPITAL MANAGEMENT, LLC (CRD#:137902)
7500 SAN FELIPE, SUITE 150, HOUSTON, TX 77063
Registered with this firm since 11/9/2020

Previous Registration(s)
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11/17/2017 - 11/03/2021 WESTWOOD WEALTH MANAGEMENT (CRD#:132162) Houston, TX
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.