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JD

Jeffrey Dillard

ALTRUIST FINANCIAL
DALLAS, TX 75201
CRD#: 6802272
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JD
Jeffrey DillardALTRUIST FINANCIAL

Professional summary

Jeffrey Dillard, who also goes by Jeffrey Thomas Dillard, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2017. Jeffrey has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey Thomas Dillard

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 Jeffrey Dillard'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

June 12, 2026 - Present

ALTRUIST FINANCIAL LLC

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

September 12, 2022 - May 19, 2026

CLEAR STREET LLC

BD
CRD#: 288933
NEW YORK, NY
Past

January 28, 2021 - September 23, 2022

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Westlake, TX
Past

July 7, 2017 - December 22, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

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
(6/12/2026)
RR
Alaska
(6/12/2026)
RR
Arizona
(6/12/2026)
RR
Arkansas
(6/12/2026)
RR
California
(6/12/2026)
RR
Colorado
(6/12/2026)
RR
Connecticut
(6/12/2026)
RR
Delaware
(6/12/2026)
RR
District of Columbia
(6/12/2026)
RR
Florida
(6/12/2026)
RR
Georgia
(6/12/2026)
RR
Hawaii
(6/12/2026)
RR
Idaho
(6/12/2026)
RR
Illinois
(6/12/2026)
RR
Indiana
(6/12/2026)
RR
Iowa
(6/12/2026)
RR
Kansas
(6/12/2026)
RR
Kentucky
(6/12/2026)
RR
Louisiana
(6/12/2026)
RR
Maine
(6/12/2026)
RR
Maryland
(6/12/2026)
RR
Massachusetts
(6/12/2026)
RR
Michigan
(6/12/2026)
RR
Minnesota
(6/12/2026)
RR
Mississippi
(6/12/2026)
RR
Missouri
(6/12/2026)
RR
Montana
(6/12/2026)
RR
Nebraska
(6/12/2026)
RR
Nevada
(6/12/2026)
RR
New Hampshire
(6/12/2026)
RR
New Jersey
(6/12/2026)
RR
New Mexico
(6/12/2026)
RR
New York
(6/12/2026)
RR
North Carolina
(6/12/2026)
RR
North Dakota
(6/12/2026)
RR
Ohio
(6/12/2026)
RR
Oklahoma
(6/12/2026)
RR
Oregon
(6/12/2026)
RR
Pennsylvania
(6/12/2026)
RR
Puerto Rico
(6/12/2026)
RR
Rhode Island
(6/12/2026)
RR
South Carolina
(6/12/2026)
RR
South Dakota
(6/12/2026)
RR
Tennessee
(6/12/2026)
RR
Texas
(6/12/2026)
RR
Utah
(6/12/2026)
RR
Vermont
(6/12/2026)
RR
Virgin Islands
(6/12/2026)
RR
Virginia
(6/12/2026)
RR
Washington
(6/12/2026)
RR
West Virginia
(6/12/2026)
RR
Wisconsin
(6/12/2026)
RR
Wyoming
(6/12/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/31/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 8/27/2021
Registered Options 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

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

ALTRUIST FINANCIAL LLC

CRD#: 299274Dallas, TX 75201

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