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JR

Jacquetta Robinson

HAPI
PORTLAND, OR 97210
Some features on this profile are disabled
CRD#: 6565392
JR

Professional summary


Jacquetta Robinson, who also goes by Jacquetta Lequani Woods, Jacquetta Woods, is a registered financial professional currently at HAPI located in Portland, Oregon.

Jacquetta is registered as a RR (Registered Representative) and started their career in finance in 2016. Jacquetta has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jacquetta Lequani Woods | Jacquetta Woods

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 Jacquetta Robinson'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 28, 2025 - Present

HAPI

Office #1: 2646 Nw Cornell Road, Portland, OR 97210
BD
CRD#: 311868
PORTLAND, OR
Past

October 5, 2023 - November 14, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

April 19, 2023 - August 28, 2023

ROBINHOOD SECURITIES, LLC

BD
CRD#: 287900
Lake Mary, FL
Past

January 8, 2021 - August 28, 2023

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Lake Mary, FL
Past

April 25, 2019 - December 10, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Orlando, FL
Past

June 6, 2018 - April 2, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LAND O' LAKES, FL
Past

July 18, 2016 - June 8, 2018

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
TAMPA, 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
Connecticut
(7/28/2025)
RR
Florida
(7/28/2025)
RR
New York
(7/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/24/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HA
HAPI
HAPI | HAPI SECURITIES LLC | HAPI CORP

CRD#: 311868 / SEC#: , 8-70646

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


Main Address
2646 Nw Cornell Road, Portland, OR 97210
Mailing Address
2646 Nw Cornell Road, Portland, OR 97210
Phone number
(503) 201-1375
Established
Delaware since 05/06/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 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#
HAPI CORP.OWNER
MAYNARD-PHILIPP, CHRISTIAN DESEREECEO, CCO6592228

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


HAPI

CRD#: 311868Portland, OR 97210

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