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OE

Olivia T. Eisinger

APEX CLEARING
Bridgewater, NJ 08807
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CRD#: 5810856
OE

Professional summary


Olivia Tromm Eisinger, who also goes by Olivia Tromm Eisinger, Olivia Eisinger, Olivia Rose Tromm, Olivia Tromm, is a registered financial professional currently at APEX CLEARING CORPORATION located in Bridgewater, New Jersey.

Olivia is registered as a RR (Registered Representative) and started their career in finance in 2012. Olivia has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Olivia Tromm Eisinger | Olivia Eisinger | Olivia Rose Tromm | Olivia Tromm

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 Olivia Tromm Eisinger'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

November 9, 2020 - Present

APEX CLEARING CORPORATION

Office #1: 100 Somerset Corp. Blvd. 2nd Floor , Bridgewater, NJ 08807
BD
CRD#: 13071
Bridgewater, NJ
Past

October 31, 2014 - October 22, 2020

TD AMERITRADE, INC.

RIA
CRD#: 7870
JERSEY CITY, NJ
Past

October 30, 2014 - December 10, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
JERSEY CITY, NJ
Past

October 29, 2014 - October 22, 2020

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

April 11, 2014 - October 21, 2014

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

April 9, 2014 - October 21, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

June 5, 2012 - December 23, 2013

TD AMERITRADE, INC.

RIA
CRD#: 7870
JERSEY CITY, NJ
Past

January 23, 2012 - December 23, 2013

TD AMERITRADE, INC.

BD
CRD#: 7870
JERSEY CITY, NJ

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
Texas
(11/9/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/2022
General Securities Principal Examination
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


AC
APEX CLEARING CORPORATION
ADP CLEARING & OUTSOURCING SERVICES, INC. | U.S. CLEARING CORP. | RIDGE CLEARING & OUTSOURCING SOLUTIONS, INC. | Q & R CLEARING CORPORATION | FLEET SECURITIES, INC. | APEX CLEARING CORPORATION

CRD#: 13071 / SEC#: , 8-23522

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


Main Address
One Dallas Center 350 N. St. Paul, Suite 1300, Dallas, TX 75201
Mailing Address
One Dallas Center 350 N. St. Paul, Suite 1300, Dallas, TX 75201
Phone number
(214) 765-1100
Established
New York since 12/22/1978
Firm type
Corporation
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


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
APEX FINTECH SOLUTIONS INC.SHAREHOLDER
CAPUZZI, WILLIAM WALTERCHIEF EXECUTIVE OFFICER4323894
COUGHLIN, CONNOR DANIELCHIEF CUSTOMER OFFICER6665836
DUCKWORTH, PAUL DFINOP, PRINCIPAL FINANCIAL OFFICER3202937
LOUIS-CHARLES, FRITZCHIEF OPERATIONS OFFICER (INCLUDES PRINCIPAL OPERATIONS OFFICER ROLE)3232698
RAY, TERRY DAVIDCHIEF REVENUE OFFICER5295510
TOURNEY, ROBERT ANDREWCHIEF COMPLIANCE OFFICER6251742

Disclosures


Regulatory Event48
Arbitration8

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


APEX CLEARING CORPORATION

CRD#: 13071Bridgewater, NJ 08807

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