Lisa V. Newkirk
Professional summary
Lisa Veta Newkirk, who also goes by Lisa Veta Gines, Lisa Newkirk, Yelizaveta Umanskiy, Lisa Umansky, is a registered financial advisor currently at ROBINHOOD ASSET MANAGEMENT located in Keller, Texas and ROBINHOOD FINANCIAL, LLC located in Lake Mary, Florida.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Lisa has worked at 6 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 6, Series 9, Series 10, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Veta Newkirk's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2026 - Present
ROBINHOOD ASSET MANAGEMENT
October 6, 2020 - Present
ROBINHOOD FINANCIAL, LLC
Office #1: 500 Colonial Center Pky Suite 100, Lake Mary, FL 32746August 15, 2018 - October 1, 2020
CHARLES SCHWAB & CO., INC.
October 3, 2012 - July 30, 2018
TD AMERITRADE CLEARING, INC.
January 26, 2006 - July 30, 2018
TD AMERITRADE, INC.
September 16, 2005 - January 30, 2006
TD AMERITRADE CLEARING, INC.
September 24, 1996 - May 6, 1997
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
ROBINHOOD ASSET MANAGEMENT
CRD#: 323736 / SEC#: 801-127371
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/7/2020)
(10/12/2020)
(10/14/2020)
(10/7/2020)
(10/6/2020)
(2/13/2026)
(10/7/2020)
(10/7/2020)
(10/8/2020)
(10/15/2020)
(10/7/2020)
(10/9/2020)
(10/9/2020)
(10/6/2020)
(10/16/2020)
(10/13/2020)
(10/8/2020)
(10/19/2020)
(10/9/2020)
(10/8/2020)
(10/7/2020)
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(10/7/2020)
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(10/19/2020)
(10/6/2020)
(10/7/2020)
(10/16/2020)
(10/8/2020)
(10/7/2020)
(10/12/2020)
(10/7/2020)
(10/7/2020)
(10/10/2020)
(10/7/2020)
(10/8/2020)
(10/6/2020)
(10/7/2020)
(10/16/2020)
(10/7/2020)
(10/6/2020)
(2/13/2026)
(10/7/2020)
(10/7/2020)
(10/7/2020)
(10/7/2020)
(10/7/2020)
(10/7/2020)
(10/6/2020)
(10/7/2020)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
ROBINHOOD ASSET MANAGEMENT
CRD#: 323736 / SEC#: 801-127371
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 81,015 |
| AUM (Assets Under Management) | $ 158,695,275 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/25/2025 |
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.
