Landon W. Mcbride

OPENAIR FINANCIAL

DALLAS, TX 75248

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CRD#: 4004062

Professional summary

Landon Wade Mcbride is a registered financial advisor currently at OPENAIR FINANCIAL, LLC located in Dallas, Texas.

Landon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Landon has worked at 9 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 3, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Landon Wade Mcbride'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

July 8, 2024 - Present

OPENAIR FINANCIAL, LLC

Office #1: 17000 Dallas Pkwy Ste 102, Dallas, TX 75248

RIA

CRD#: 300362

DALLAS, TX

Past

May 4, 2023 - March 21, 2024

ASSETBUILDER, INC.

RIA

CRD#: 142665

PLANO, TX

Past

December 17, 2020 - September 7, 2021

COBRA TRADING, INC.

CRD#: 132078

CARROLLTON, TX

Past

September 11, 2020 - September 16, 2020

TD AMERITRADE, INC.

CRD#: 7870

Southlake, TX

Past

May 1, 2014 - July 1, 2020

REDI GLOBAL TECHNOLOGIES LLC

CRD#: 41924

Dallas, TX

Past

February 9, 2009 - May 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FRISCO, TX

Past

March 23, 2006 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

FRISCO, TX

Past

May 7, 2003 - March 14, 2006

FIRST SOUTHWEST COMPANY, LLC

CRD#: 316

DALLAS, TX

Past

November 2, 1999 - September 5, 2002

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OPENAIR FINANCIAL, LLC

CRD#: 300362 / SEC#: 801-127377

RIA

Registered Investment Advisory firm - (2/24/2023 Approved)

Texas

Registered Investment Advisory firm - (2/27/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/16/2006

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 2/17/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 9/18/1999

General Securities Representative Examination

Current Firm

OPENAIR FINANCIAL, LLC

CRD#: 300362 / SEC#: 801-127377

RIA

Registered Investment Advisory firm - (2/24/2023 Approved)

Texas

Registered Investment Advisory firm - (2/27/2023 Terminated)

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Contact information

Main Address

280 Miron Drive, Southlake, TX 76092

Mailing Address

Phone number

(214) 233-6059

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A&2B SEC (2/19/2025)

Regulatory assets under management

Total Number of Accounts	1,024
AUM (Assets Under Management)	$ 280,800,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Landon W. Mcbride

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Landon Wade Mcbride's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSETBUILDER, INC.

COBRA TRADING, INC.

TD AMERITRADE, INC.

REDI GLOBAL TECHNOLOGIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA SECURITIES LLC

FIRST SOUTHWEST COMPANY, LLC

HILLTOP SECURITIES INC.

Primary Firm SEC Registration

OPENAIR FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2023

Series 63

Date: 10/8/1999

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 10/16/2006

Series 55

Date: 2/17/2000

Series 7

Date: 9/18/1999

Current Firm

OPENAIR FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPENAIR FINANCIAL, LLC

TRUST BUT VERIFY

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