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Paige W. Rand

PALM TREE SECURITIES
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 4520907
PR

Professional summary

Paige Woodsum Rand, who also goes by Paige Jinja Woodsum, is a registered financial professional currently at PALM TREE SECURITIES LLC located in Los Angeles, California and SI SECURITIES, LLC located in New York, New York.

Paige is registered as a RR (Registered Representative) and started their career in finance in 2008. Paige has worked at 14 firms and has passed the Series 79TO, Series 99TO, SIE, Series 62 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Paige Jinja Woodsum

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 Paige Woodsum Rand'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

October 27, 2022 - Present

PALM TREE SECURITIES LLC

Office #1: 11755 Wilshire Blvd Ste 2300, Los Angeles, CA 90025
BD
CRD#: 307831
Los Angeles, CA
Current

June 2, 2023 - Present

SI SECURITIES, LLC

Office #1: C/o Circle Internet Group One World Trade Center, Floor 87, New York, NY 10007
BD
CRD#: 170937
New York, NY
Current

April 24, 2025 - Present

REGIONAL INVESTMENT SERVICES, INC.

Office #1: 2101 Park Center Drive Suite 290, Orlando, FL 32835
BD
CRD#: 46929
Orlando, FL
Current

June 15, 2025 - Present

CADMAN SECURITIES, LLC

BD
CRD#: 128344
ISLE OF PALMS, SC
Current

August 20, 2025 - Present

COGENT ASSOCIATES, LLC

Office #1: 73 Central Street, Woodstock, VT 05091
BD
CRD#: 330920
WOODSTOCK, VT
Current

April 28, 2026 - Present

TRADESK SECURITIES, INC.

Office #1: 830 Morris Turnpike Suite 401, Short Hills, NJ 07078
BD
CRD#: 321643
Short Hills, NJ
Past

February 2, 2023 - April 14, 2025

ALIRA HEALTH TRANSACTION SERVICES, LLC

BD
CRD#: 140203
BOSTON, MA
Past

December 13, 2022 - June 14, 2023

CODE ADVISORS LLC

BD
CRD#: 153192
SAN FRANCISCO, CA
Past

May 2, 2022 - October 5, 2022

CROWDSTREET CAPITAL LLC

BD
CRD#: 312762
NEW YORK, NY
Past

February 24, 2022 - March 7, 2022

FORCEFIELD CAPITAL, LLC

BD
CRD#: 316049
EUGENE, OR
Past

October 6, 2021 - February 8, 2022

ICM CAPITAL MARKETS, LLC

BD
CRD#: 312157
NEW YORK, NY
Past

August 24, 2021 - April 8, 2022

JUSTLY MARKETS LLC

BD
CRD#: 159572
NEW YORK, NY
Past

May 25, 2021 - June 18, 2021

ICV GROUP, INC.

BD
CRD#: 294024
NEW YORK, NY
Past

February 5, 2008 - April 7, 2021

AGC PARTNERS

BD
CRD#: 125958
BOSTON, MA

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

General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 62
Date: 2/4/2008
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/4/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA

Current Firm

TS
TRADESK SECURITIES, INC.
TRADESK SECURITIES, INC.

CRD#: 321643 / SEC#: , 8-70930

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
830 Morris Turnpike Suite 401, Short Hills, NJ 07078
Mailing Address
830 Morris Turnpike Suite 401, Short Hills, NJ 07078
Phone number
(973) 782-1688
Established
Delaware since 11/30/2021
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# 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#
TRADESK HOLDINGS, INC.SOLE SHAREHOLDER
BRANT, DAVID ROBERTFINOP2718478
CHU, ZHAOYANGCEO, EXECUTIVE REPRESENTATIVE5363798
ROSENZWEIG, TODD SCHIEF COMPLIANCE OFFICER2199723

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

TRADESK SECURITIES, INC.

CRD#: 321643Los Angeles, CA 90025

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