GG
Grant E. Gentry
ROBINHOOD FINANCIAL
Westlake, TX 76262
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CRD#: 5352846
GG
Professional summary
Grant Edward Gentry is a registered financial professional currently at ROBINHOOD FINANCIAL, LLC located in Westlake, Texas.
Grant is registered as a RR (Registered Representative) and started their career in finance in 2008. Grant has worked at 5 firms and has passed the Series 65, Series 63, Series 3, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
1. POA for Mother, Father & Step Mother; Start Date: 03/2019; also named Executor for Father. 2. Highland Baptist Church; 600 Thomas St, Denton, TX 762013; Treasurer, Bookkeeping; Start date 03/01/2019; approx. 10 hours per month.
CRS (Client Relationship Summary) - BD
Click below to view Grant Edward Gentry'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®
NoneExperience
Current
August 14, 2024 - Present
ROBINHOOD FINANCIAL, LLC
Office #1: 1500 Solana Blvd Suite 5500, Westlake, TX 76262BD
CRD#: 165998
Westlake, TX
Past
April 15, 2024 - August 12, 2024
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
DALLAS, TX
Past
April 2, 2024 - August 12, 2024
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
DALLAS, TX
Past
January 22, 2021 - January 10, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Westlake, TX
Past
January 20, 2010 - January 29, 2021
TD AMERITRADE CLEARING, INC.
BD
CRD#: 5633
Southlake, TX
Past
May 23, 2008 - January 29, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
Southlake, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/14/2024)
RR
Alaska(8/14/2024)
RR
Arizona(8/14/2024)
RR
Arkansas(8/14/2024)
RR
California(8/14/2024)
RR
Colorado(8/14/2024)
RR
Connecticut(8/14/2024)
RR
Delaware(8/14/2024)
RR
District of Columbia(8/14/2024)
RR
Florida(8/14/2024)
RR
Georgia(8/14/2024)
RR
Hawaii(8/14/2024)
RR
Idaho(8/14/2024)
RR
Illinois(8/14/2024)
RR
Indiana(8/14/2024)
RR
Iowa(8/14/2024)
RR
Kansas(8/14/2024)
RR
Kentucky(8/14/2024)
RR
Louisiana(8/14/2024)
RR
Maine(8/14/2024)
RR
Maryland(8/14/2024)
RR
Massachusetts(8/14/2024)
RR
Michigan(8/14/2024)
RR
Minnesota(8/14/2024)
RR
Mississippi(8/14/2024)
RR
Missouri(8/14/2024)
RR
Montana(8/14/2024)
RR
Nebraska(8/14/2024)
RR
Nevada(8/14/2024)
RR
New Hampshire(8/14/2024)
RR
New Jersey(8/14/2024)
RR
New Mexico(8/14/2024)
RR
New York(8/14/2024)
RR
North Carolina(8/14/2024)
RR
North Dakota(8/14/2024)
RR
Ohio(8/14/2024)
RR
Oklahoma(8/14/2024)
RR
Oregon(8/14/2024)
RR
Pennsylvania(8/14/2024)
RR
Puerto Rico(8/14/2024)
RR
Rhode Island(8/14/2024)
RR
South Carolina(8/14/2024)
RR
South Dakota(8/14/2024)
RR
Tennessee(8/14/2024)
RR
Texas(8/14/2024)
RR
Utah(8/14/2024)
RR
Vermont(8/14/2024)
RR
Virgin Islands(8/14/2024)
RR
Virginia(8/14/2024)
RR
Washington(8/14/2024)
RR
West Virginia(8/14/2024)
RR
Wisconsin(8/14/2024)
RR
Wyoming(8/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ROBINHOOD MARKETS, INC | 100% OWNER | |
| BILLINGS, MATTHEW JOHN | PRESIDENT, CHIEF EXECUTIVE OFFICER | 1915377 |
| CAVALLARO, ANTHONY JOSEPH | CHIEF COMPLIANCE OFFICER | 1607925 |
| GALVIN, SCOT SEAN | PRINCIPAL OPERATIONS OFFICER | 3226179 |
| KELATI, DANIEL T | CHIEF FINANCIAL OFFICER AND PRINCIPAL FINOP | 3103432 |
| KOLLER, WALTER | CHIEF OPERATING OFFICER | 1932260 |
| QUIRK, STEVEN MARK | MANAGER | 2728768 |
| SUBRAMANIAN, SIVARAMAKRISHNAN | MANAGER | 7339479 |
Disclosures
| Regulatory Event | 55 |
| Arbitration | 6 |
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.
