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LB

Luis Fernando Brasil De Oliveira

ALTRUIST FINANCIAL
DALLAS, TX 75201
CRD#: 5652832
Some features on this profile are disabled
LB
Luis Fernando Brasil De OliveiraALTRUIST FINANCIAL

Professional summary

Luis Fernando Brasil De Oliveira, who also goes by Luis F De Oliveira, Luis Fernando Brasil De Oliveira, Luis Fernando Brasil De Oliveira, Luis F De Oliveira, Luis Fernando Brasil De Oliveira, Luis Oliveira, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.

Luis Fernando is registered as a RR (Registered Representative) and started their career in finance in 2009. Luis Fernando has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, Series 57TO, Series 52TO, SIE, Series 3, Series 55, Series 7, Series 4, Series 27, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Luis F De Oliveira | Luis Fernando Brasil De Oliveira | Luis Fernando Brasil De Oliveira | Luis F De Oliveira | Luis Fernando Brasil De Oliveira | Luis Oliveira

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 Luis Fernando Brasil De Oliveira'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

April 27, 2026 - Present

ALTRUIST FINANCIAL LLC

Office #1: 300 S. Pearl Expressway Suite 250, Dallas, TX 75201
BD
CRD#: 299274
DALLAS, TX
Past

August 28, 2025 - April 9, 2026

TASTYTRADE, INC.

BD
CRD#: 277027
Chicago, IL
Past

May 12, 2022 - October 30, 2024

CASH APP INVESTING LLC

BD
CRD#: 144076
OAKLAND, CA
Past

November 20, 2019 - May 6, 2022

WEALTHFRONT BROKERAGE LLC

BD
CRD#: 153407
Palo Alto, CA
Past

October 25, 2013 - November 15, 2019

ITAU INTERNATIONAL SECURITIES INC.

BD
CRD#: 144769
MIAMI, FL
Past

November 15, 2012 - October 16, 2013

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MIAMI, FL
Past

August 1, 2011 - October 18, 2012

TRADEWIRE SECURITIES LLC

BD
CRD#: 142348
MIAMI, FL
Past

October 12, 2010 - July 1, 2011

INTERBOLSA SECURITIES, LLC

BD
CRD#: 150715
MIAMI, FL
Past

April 17, 2009 - October 8, 2010

BULLTICK, LLC

BD
CRD#: 104005
MIAMI, 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
Alabama
(4/27/2026)
RR
Alaska
(4/27/2026)
RR
Arizona
(4/27/2026)
RR
Arkansas
(4/27/2026)
RR
California
(4/27/2026)
RR
Colorado
(4/27/2026)
RR
Connecticut
(4/27/2026)
RR
Delaware
(4/27/2026)
RR
District of Columbia
(4/27/2026)
RR
Florida
(4/27/2026)
RR
Georgia
(4/27/2026)
RR
Hawaii
(4/27/2026)
RR
Idaho
(4/27/2026)
RR
Illinois
(4/27/2026)
RR
Indiana
(4/27/2026)
RR
Iowa
(4/27/2026)
RR
Kansas
(4/27/2026)
RR
Kentucky
(4/27/2026)
RR
Louisiana
(4/27/2026)
RR
Maine
(4/27/2026)
RR
Maryland
(4/27/2026)
RR
Massachusetts
(4/27/2026)
RR
Michigan
(4/27/2026)
RR
Minnesota
(4/27/2026)
RR
Mississippi
(4/27/2026)
RR
Missouri
(4/27/2026)
RR
Montana
(4/27/2026)
RR
Nebraska
(4/27/2026)
RR
Nevada
(4/27/2026)
RR
New Hampshire
(4/27/2026)
RR
New Jersey
(4/27/2026)
RR
New Mexico
(4/27/2026)
RR
New York
(4/27/2026)
RR
North Carolina
(4/27/2026)
RR
North Dakota
(4/27/2026)
RR
Ohio
(4/27/2026)
RR
Oklahoma
(4/27/2026)
RR
Oregon
(4/27/2026)
RR
Pennsylvania
(4/27/2026)
RR
Puerto Rico
(4/27/2026)
RR
Rhode Island
(4/27/2026)
RR
South Carolina
(4/27/2026)
RR
South Dakota
(4/27/2026)
RR
Tennessee
(4/27/2026)
RR
Texas
(4/27/2026)
RR
Utah
(4/27/2026)
RR
Vermont
(4/27/2026)
RR
Virgin Islands
(4/27/2026)
RR
Virginia
(4/27/2026)
RR
Washington
(4/27/2026)
RR
West Virginia
(4/27/2026)
RR
Wisconsin
(4/27/2026)
RR
Wyoming
(4/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/3/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/11/2014
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 6/28/2012
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 4/16/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/21/2025
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 2/12/2020
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/1/2018
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/25/2017
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/1/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Loading...

Contact information

Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GEARHART, JEFFREY SPRINCIPAL OPERATIONS OFFICER2443490
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTRUIST FINANCIAL LLC

CRD#: 299274Dallas, TX 75201

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