William Edwin Hoppe Iii
Professional Summary
William Edwin Hoppe III, who also goes by Trey Edwin Hoppe, is a registered financial advisor currently at INTERNATIONAL ASSETS ADVISORY, LLC located in Dallas, Texas and PRIMUS FINANCIAL SERVICES, LLC located in Dallas, Texas. William is registered as a RR (Registered Representative) and started their career in finance in 2009. William has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 22 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trey Edwin Hoppe
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PRIMUS FINANCIAL SERVICES, LLC
Contact Information
Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801Mailing Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801Phone Number
(407) 254-1510Established
Florida since 01/01/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (21 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PECUNIA MANAGEMENT, LLC | OWNER | — |
| COFRANCESCO, EDWARD RICHARD | CEO | 2305035 |
| HARRIS, KEVIN ANDRE | FINOP | 7061906 |
| LAMPMAN, MATTHEW EDWARD | PRESIDENT | 6132493 |
| MOORE, ANN KATHERINE | CHIEF BUSINESS DEVELOPMENT OFFICER | 5535928 |
| NICHOLSON, MYRA PEARLE | CHIEF LEGAL OFFICER, CHIEF RISK OFFICER | 2740029 |
| WEINBERGER, DAVID S | CHIEF FINANCIAL OFFICER, CHIEF REGULATORY OFFICER | 2676116 |
| WEISS, RICHARD JAY | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 2523174 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/9/2017)
(10/9/2017)
(10/9/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jan 2015About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Edwin Hoppe III's CRS (Customer Relationship Summary).
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