Roy Theuri
Professional summary
Roy Theuri, who also goes by Roy B Theuri, Roy Brian Theuri, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Roy is registered as a RR (Registered Representative) and started their career in finance in 2017. Roy has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Roy Theuri's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2026 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 S. Pearl Expressway Suite 250, Dallas, TX 75201April 24, 2026 - June 3, 2026
VANGUARD MARKETING CORPORATION
November 8, 2024 - May 19, 2025
ROBINHOOD FINANCIAL, LLC
June 16, 2023 - January 10, 2024
CHARLES SCHWAB & CO., INC.
January 2, 2020 - March 27, 2023
TD AMERITRADE CLEARING, INC.
August 10, 2017 - September 7, 2023
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/9/2026)
Exams
Series 57TO
Date: 11/30/2022
Securities Trader ExamFINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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