AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MK

Mark A. Kohl

TRADE-PMR
Gainesville, FL 32606
Some features on this profile are disabled
CRD#: 6493351
MK

Professional summary


Mark A Kohl, who also goes by Mark Anthony Kohl, Mark Kohl, is a registered financial professional currently at TRADE-PMR INC. located in Gainesville, Florida.

Mark is registered as a RR (Registered Representative) and started their career in finance in 2015. Mark has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Anthony Kohl | Mark Kohl

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 Mark A Kohl'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

December 5, 2025 - Present

TRADE-PMR INC.

Office #1: 2511 Nw 41st Street, Gainesville, FL 32606
BD
CRD#: 46350
Gainesville, FL
Past

June 3, 2025 - December 5, 2025

ROBINHOOD ASSET MANAGEMENT

RIA
CRD#: 323736
Ocala, FL
Past

April 28, 2021 - December 5, 2025

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Lake Mary, FL
Past

November 16, 2015 - April 19, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW SMYRNA BEACH, 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
(12/5/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/19/2024
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/25/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 46350Gainesville, FL 32606

TRUST BUT VERIFY

Monitor Mark Kohl

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


DF
Daniel FisherAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
RB
Robert BeckerAdvisorCheck Check Mark
J. ALDEN ASSOCIATES, INC.
RR
Doylestown, PA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.