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BF

Bret F. Feldman

TRADE-PMR
Clearwater, FL 33762
Some features on this profile are disabled
CRD#: 5535297
BF

Professional summary

Bret Ferrer Feldman, who also goes by Bret Ferrer Feldman, is a registered financial professional currently at TRADE-PMR INC. located in Clearwater, Florida.

Bret is registered as a RR (Registered Representative) and started their career in finance in 2008. Bret has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bret Ferrer Feldman

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.
FELDMAN FAMILY ENTERPRISES LLC, INVESTMENT RELATED, OCALA, FL, FINANCIAL SERVICES, MANAGER, START DATE 06/2013, LESS THAN 20 HOURS PER MONTH, NO TIME SPENT DURING TRADING HOURS, MANAGER OF A LLC ESTABLISHED BY MY FATHER FOR ESTATE PLANNING PURPOSES.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bret Ferrer Feldman'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

September 20, 2023 - Present

TRADE-PMR INC.

Office #1: 13945 Evergreen Avenue, Clearwater, FL 33762
BD
CRD#: 46350
Clearwater, FL
Past

September 12, 2022 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
Orlando, FL
Past

September 12, 2022 - September 6, 2023

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

March 30, 2009 - September 6, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Orlando, FL
Past

October 17, 2008 - September 6, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Orlando, FL

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
Florida
(9/20/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/20/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/12/2016
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/13/2009
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/21/2009
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TRADE-PMR INC.
TRADE-PMR INC.

CRD#: 46350 / SEC#: , 8-51390

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
13945 Evergreen Avenue, Clearwater, FL 33762
Mailing Address
P.o. Box 358230, Gainesville, FL 32635-8230
Phone number
(352) 332-8723
Established
Florida since 10/30/1998
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#
GATOR MERGER SUB II, LLCSHAREHOLDER
BALDWIN, ROBB WALLERPRESIDENT & CHIEF EXECUTIVE OFFICER1409477
DILBONE, ROBERT POTTER JRCHIEF REVENUE OFFICER5893751
KELATI, DANIEL TCHIEF FINANCIAL OFFICER AND FINANCIAL OPERATIONS PRINCIPAL3103432
LEGACY, ELIZABETHCHIEF COMPLIANCE OFFICER4368139
QUIRK, STEVEN MARKDIRECTOR2728768
SUBRAMANIAN, SIVARAMAKRISHNANDIRECTOR7339479
VICTORIA, RICHARD SCOTTCHIEF OPERATING OFFICER5371275

Disclosures

Regulatory Event3

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

TRADE-PMR INC.

CRD#: 46350Clearwater, FL 33762

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