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KC

Kyle R. Clemens

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CRD#: 3177036
KC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kyle Ross Clemens, who also goes by Kyle R Clemens, Kyle Clemens, Kyle R Clemens, was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 1999. Kyle had worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 55, Series 62 and Series 11 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kyle R Clemens | Kyle Clemens | Kyle R Clemens

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 6, 2024 - February 20, 2025

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Westlake, TX
Past

September 1, 2023 - May 31, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

October 5, 2022 - May 31, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Westlake, TX
Past

February 24, 2022 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
Westlake, TX
Past

February 24, 2022 - September 1, 2023

TD AMERITRADE, INC.

BD
CRD#: 7870
Westlake, TX
Past

November 23, 2021 - January 10, 2022

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX
Past

July 13, 2011 - August 19, 2013

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
FORT WORTH, TX
Past

December 2, 2010 - December 15, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
FORT WORTH, TX
Past

December 2, 2010 - August 19, 2013

TD AMERITRADE, INC.

RIA
CRD#: 7870
Southlake, TX
Past

September 3, 2008 - September 24, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
Southlake, TX
Past

January 7, 2008 - July 14, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

December 14, 2004 - November 26, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
HURST, TX
Past

November 4, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 4, 2004 - November 26, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
HURST, TX
Past

March 8, 1999 - October 27, 2004

ALLIED RESEARCH SERVICES, INC.

BD
CRD#: 13588
DALLAS, TX

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/23/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/15/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 62
Date: 3/12/1999
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 11
Date: 3/5/1999
Assistant Representative-Order Processing Qualification Exam

Current Firm


RF
ROBINHOOD FINANCIAL, LLC
CHRONOS FINANCIAL, LLC | ROBINHOOD FINANCIAL, LLC

CRD#: 165998 / SEC#: , 8-69188

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746
Mailing Address
500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746
Phone number
(650) 761-7789
Established
Delaware since 08/24/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 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#
ROBINHOOD MARKETS, INC100% OWNER
BILLINGS, MATTHEW JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER1915377
CAVALLARO, ANTHONY JOSEPHCHIEF COMPLIANCE OFFICER1607925
GALVIN, SCOT SEANPRINCIPAL OPERATIONS OFFICER3226179
KELATI, DANIEL TCHIEF FINANCIAL OFFICER AND PRINCIPAL FINOP3103432
KOLLER, WALTERCHIEF OPERATING OFFICER1932260
QUIRK, STEVEN MARKMANAGER2728768
SUBRAMANIAN, SIVARAMAKRISHNANMANAGER7339479

Disclosures


Regulatory Event55
Arbitration6

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


ROBINHOOD FINANCIAL, LLC

CRD#: 165998

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