AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RD

Robert H. Dawson

TRADESTATION SECURITIES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 1259956
RD

Professional summary


Robert Howard Dawson, who also goes by Robert H. Dawson Jr, Robert Howard Dawson, Robert H Dawson, is a registered financial professional currently at TRADESTATION SECURITIES, INC. located in Chicago, Illinois.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 13 firms and has passed the Series 65, Series 63, Series 3, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert H. Dawson Jr | Robert Howard Dawson | Robert H Dawson

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) - BD


Click below to view Robert Howard Dawson'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

April 5, 2022 - Present

TRADESTATION SECURITIES, INC.

Office #1: 120 South Riverside Plaza Suite 1650, Chicago, IL 60606
BD
CRD#: 39473
Chicago, IL
Past

February 8, 2021 - November 15, 2021

HARRISDIRECT LLC

RIA
CRD#: 42159
CHICAGO, IL
Past

January 28, 2021 - November 15, 2021

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHICAGO, IL
Past

November 21, 2019 - December 21, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CHICAGO, IL
Past

October 22, 2019 - December 21, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CHICAGO, IL
Past

November 29, 2018 - September 27, 2019

MORGAN STANLEY

RIA
CRD#: 149777
DEERFIELD, IL
Past

October 24, 2018 - September 27, 2019

MORGAN STANLEY

BD
CRD#: 149777
DEERFIELD, IL
Past

October 19, 2016 - October 15, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ROLLING MEADOWS, IL
Past

February 26, 2015 - June 1, 2016

ADVANTAGE SECURITIES LLC

BD
CRD#: 39362
CHICAGO, IL
Past

September 15, 2006 - July 26, 2013

NEWEDGE USA, LLC

BD
CRD#: 36118
CHICAGO, IL
Past

July 29, 2005 - November 17, 2005

REFCO SECURITIES, LLC

BD
CRD#: 14094
NEW YORK, NY
Past

February 23, 2004 - December 9, 2004

MEMPHIS CAPITAL

BD
CRD#: 8564
MEMPHIS, TN
Past

June 15, 1998 - April 3, 2002

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

December 5, 1996 - May 20, 1998

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 25, 1987 - July 19, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Alabama
(4/13/2022)
RR
Alaska
(4/13/2022)
RR
Arizona
(4/14/2022)
RR
Arkansas
(4/8/2022)
RR
California
(4/5/2022)
RR
Colorado
(4/12/2022)
RR
Connecticut
(4/6/2022)
RR
Delaware
(4/28/2022)
RR
District of Columbia
(4/8/2022)
RR
Florida
(4/6/2022)
RR
Georgia
(4/6/2022)
RR
Hawaii
(4/18/2022)
RR
Idaho
(4/6/2022)
RR
Illinois
(4/7/2022)
RR
Indiana
(4/8/2022)
RR
Iowa
(4/8/2022)
RR
Kansas
(4/6/2022)
RR
Kentucky
(4/11/2022)
RR
Louisiana
(4/11/2022)
RR
Maine
(4/5/2022)
RR
Maryland
(4/6/2022)
RR
Massachusetts
(4/26/2022)
RR
Michigan
(4/6/2022)
RR
Minnesota
(4/11/2022)
RR
Mississippi
(4/7/2022)
RR
Missouri
(4/5/2022)
RR
Montana
(4/6/2022)
RR
Nebraska
(4/6/2022)
RR
Nevada
(4/18/2022)
RR
New Hampshire
(5/3/2022)
RR
New Jersey
(4/8/2022)
RR
New Mexico
(4/8/2022)
RR
New York
(5/13/2022)
RR
North Carolina
(4/7/2022)
RR
North Dakota
(4/11/2022)
RR
Ohio
(4/6/2022)
RR
Oklahoma
(4/11/2022)
RR
Oregon
(4/29/2022)
RR
Pennsylvania
(4/6/2022)
RR
Puerto Rico
(4/19/2022)
RR
Rhode Island
(4/12/2022)
RR
South Carolina
(4/8/2022)
RR
South Dakota
(5/9/2022)
RR
Tennessee
(4/8/2022)
RR
Texas
(4/5/2022)
RR
Utah
(4/6/2022)
RR
Vermont
(4/8/2022)
RR
Virginia
(4/11/2022)
RR
Washington
(4/8/2022)
RR
West Virginia
(4/11/2022)
RR
Wisconsin
(4/5/2022)
RR
Wyoming
(4/12/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/29/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


TS
TRADESTATION SECURITIES, INC.
ONLINE TRADING INC.COM | TRADESTATION SECURITIES, INC. | TRADESTATION SECURITIES | TRADESTATION | ONLINETRADNG.COM | ONLINETRADINGINC.COM CORP | ONLINETRADING.COM | ONLINETRADEINGINC.COM CORP. | ONLINE TRADING, INC.

CRD#: 39473 / SEC#: , 8-48711

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8050 Sw 10th Street Suite 2000, Plantation, FL 33324
Mailing Address
8050 Sw 10th Street Suite 2000, Plantation, FL 33324
Phone number
(954) 652-7900
Established
Florida since 09/07/1995
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TRADESTATION GROUP, INC.OWNER - PARENT CORPORATION
BOLEK, JOHN MITCHELLPRINCIPAL OPERATIONS OFFICER2363046
KOROTKIY, PETERPRESIDENT & CHIEF OPERATING OFFICER2706102
MORMILE-WOLPER, MYRA CHRISTINEGENERAL COUNSEL AND ASSISTANT SECRETARY6753154
ROJEK, JAMES HCHIEF FINANCIAL OFFICER & PRINCIPAL FINANCIAL OFFICER3096214
WALTON, HERBERTCHIEF COMPLIANCE OFFICER4030847

Disclosures


Regulatory Event28
Arbitration4

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


TRADESTATION SECURITIES, INC.

CRD#: 39473Chicago, IL 60606

TRUST BUT VERIFY

Monitor Robert Dawson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics