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WR

William Ruby

ROBINHOOD FINANCIAL
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 6881335
WR

Professional summary


William Ruby, who also goes by William Ruby III, William Ruby, is a registered financial professional currently at ROBINHOOD FINANCIAL, LLC located in Chicago, Illinois and ROBINHOOD SECURITIES, LLC located in Chicago, Illinois.

William is registered as a RR (Registered Representative) and started their career in finance in 2018. William has worked at 3 firms and has passed the Series 63, Series 34, SIE, Series 3, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Ruby Iii | William Ruby

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 William Ruby's 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 9, 2021 - Present

ROBINHOOD FINANCIAL, LLC

Office #1: 151 N Franklin St Floor 29, Chicago, IL 60606
BD
CRD#: 165998
Chicago, IL
Current

December 4, 2024 - Present

ROBINHOOD SECURITIES, LLC

Office #1: 151 N Franklin St Floor 29, Chicago, IL 60606
BD
CRD#: 287900
Chicago, IL
Past

January 2, 2018 - June 2, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
CHICAGO, IL

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
Illinois
(6/9/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 1/10/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 34
Date: 2/22/2019
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
ROBINHOOD SECURITIES, LLC
ROBINHOOD SECURITIES, LLC

CRD#: 287900 / SEC#: , 8-69916

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


Main Address
500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746
Mailing Address
500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746
Phone number
(650) 761-7789
Established
Delaware since 10/27/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ROBINHOOD MARKETS, INCMEMBER
BILLINGS, MATTHEW JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER1915377
CAVALLARO, ANTHONY JOSEPHCHIEF COMPLIANCE OFFICER1607925
GALVIN, SCOT SEANCHIEF OPERATING OFFICER, AND PRINCIPAL OPERATIONS OFFICER3226179
KELATI, DANIEL TCHIEF FINANCIAL OFFICER AND FINOP3103432
QUIRK, STEVEN MARKMANAGER2728768
SUBRAMANIAN, SIVARAMAKRISHNANMANAGER7339479

Disclosures


Regulatory Event2
Arbitration3

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


ROBINHOOD SECURITIES, LLC

CRD#: 287900Chicago, IL 60606

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