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Dustin Wilhelm

ROBINHOOD SECURITIES
Westlake, TX 76262
Some features on this profile are disabled
CRD#: 4768403
DW

Professional summary


Dustin Wilhelm, who also goes by Dustin Paul Wilhelm, is a registered financial professional currently at ROBINHOOD SECURITIES, LLC located in Westlake, Texas.

Dustin is registered as a RR (Registered Representative) and started their career in finance in 2012. Dustin has worked at 5 firms and has passed the Series 7TO, SIE, Series 99 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dustin Paul Wilhelm

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 Dustin Wilhelm's 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 28, 2021 - Present

ROBINHOOD SECURITIES, LLC

Office #1: 1500 Solana Blvd. Suite 5500, Westlake, TX 76262
BD
CRD#: 287900
Westlake, TX
Past

September 20, 2017 - September 10, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO
Past

July 16, 2014 - April 24, 2021

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
Southlake, TX
Past

June 27, 2012 - August 1, 2012

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

June 27, 2012 - June 24, 2014

APEX CLEARING CORPORATION

BD
CRD#: 13071
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


General Industry/Product Exam
RR
Series 7TO
Date: 12/19/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99
Date: 6/26/2012
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
ROBINHOOD SECURITIES, LLC
ROBINHOOD SECURITIES, LLC

CRD#: 287900 / SEC#: , 8-69916

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 10/27/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ROBINHOOD MARKETS, INCMEMBER
BILLINGS, MATTHEW JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER1915377
CAVALLARO, ANTHONY JOSEPHCHIEF COMPLIANCE OFFICER1607925
GALVIN, SCOT SEANCHIEF OPERATING OFFICER, AND PRINCIPAL OPERATIONS OFFICER3226179
KELATI, DANIEL TCHIEF FINANCIAL OFFICER AND FINOP3103432
QUIRK, STEVEN MARKMANAGER2728768
SUBRAMANIAN, SIVARAMAKRISHNANMANAGER7339479

Disclosures


Regulatory Event2
Arbitration3

Red Flags


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Company Information


ROBINHOOD SECURITIES, LLC

CRD#: 287900Westlake, TX 76262

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