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AA

Ashley N. Adkins

CASH APP INVESTING LLC
Portland, OR 97204
Some features on this profile are disabled
CRD#: 5919852
AA

Professional summary

Ashley Nicole Adkins, who also goes by Ashley Adkins, is a registered financial professional currently at CASH APP INVESTING LLC located in Portland, Oregon.

Ashley is registered as a RR (Registered Representative) and started their career in finance in 2011. Ashley has worked at 6 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ashley Adkins

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 Ashley Nicole Adkins'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

July 3, 2019 - Present

CASH APP INVESTING LLC

Office #1: 400 Sw 6th Avenue 11th Floor, Portland, OR 97204
BD
CRD#: 144076
Portland, OR
Past

February 20, 2019 - June 21, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Bloomfield Hills, MI
Past

February 19, 2019 - June 21, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Bloomfield, MI
Past

October 1, 2014 - February 9, 2018

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
El Segundo, CA
Past

September 30, 2014 - February 9, 2018

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
El Segundo, CA
Past

August 14, 2012 - April 11, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
LIVONIA, MI
Past

July 30, 2012 - April 11, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
LIVONIA, MI
Past

March 6, 2012 - August 17, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LIVONIA, MI
Past

August 8, 2011 - August 17, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LIVONIA, MI

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
(7/3/2019)
RR
Alaska
(7/10/2019)
RR
Arizona
(7/3/2019)
RR
Arkansas
(7/3/2019)
RR
California
(7/3/2019)
RR
Colorado
(7/8/2019)
RR
Connecticut
(7/3/2019)
RR
Delaware
(7/5/2019)
RR
District of Columbia
(7/10/2019)
RR
Florida
(7/8/2019)
RR
Georgia
(7/8/2019)
RR
Hawaii
(7/5/2019)
RR
Idaho
(7/3/2019)
RR
Illinois
(7/23/2019)
RR
Indiana
(7/3/2019)
RR
Iowa
(7/3/2019)
RR
Kansas
(7/9/2019)
RR
Kentucky
(7/11/2019)
RR
Louisiana
(7/8/2019)
RR
Maine
(7/3/2019)
RR
Maryland
(7/3/2019)
RR
Massachusetts
(7/5/2019)
RR
Michigan
(7/3/2019)
RR
Minnesota
(7/31/2019)
RR
Mississippi
(7/3/2019)
RR
Missouri
(7/26/2019)
RR
Montana
(7/3/2019)
RR
Nebraska
(7/5/2019)
RR
Nevada
(7/18/2019)
RR
New Hampshire
(7/9/2019)
RR
New Jersey
(7/8/2019)
RR
New Mexico
(7/12/2019)
RR
New York
(7/10/2019)
RR
North Carolina
(7/5/2019)
RR
North Dakota
(7/8/2019)
RR
Ohio
(7/3/2019)
RR
Oklahoma
(7/3/2019)
RR
Oregon
(7/3/2019)
RR
Pennsylvania
(7/3/2019)
RR
Rhode Island
(7/12/2019)
RR
South Carolina
(7/8/2019)
RR
South Dakota
(7/10/2019)
RR
Tennessee
(7/5/2019)
RR
Texas
(7/10/2019)
RR
Utah
(7/3/2019)
RR
Vermont
(7/3/2019)
RR
Virginia
(7/3/2019)
RR
Washington
(7/3/2019)
RR
West Virginia
(7/12/2019)
RR
Wisconsin
(7/3/2019)
RR
Wyoming
(7/9/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/14/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/9/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/7/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/21/2015
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: , 8-67630

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

Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
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)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
THIRD PARTY TECHNOLOGIES INC.100% OWNER
ADKINS, ASHLEY NICOLECHIEF COMPLIANCE OFFICER5919852
KOLAR, LOGAN STEVENSONFINANCIAL AND OPERATIONS PRINCIPAL6496667
KOLAR, LOGAN STEVENSONCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER6496667

Disclosures

Regulatory Event1

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

CASH APP INVESTING LLC

CRD#: 144076Portland, OR 97204

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