AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BH

Bjorn Hoffman

CASH APP INVESTING LLC
Portland, OR 97204
Some features on this profile are disabled
CRD#: 6914852
BH

Professional summary


Bjorn Hoffman, who also goes by Bjorn Ks Hoffman, is a registered financial professional currently at CASH APP INVESTING LLC located in Portland, Oregon.

Bjorn is registered as a RR (Registered Representative) and started their career in finance in 2018. Bjorn has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bjorn Ks Hoffman

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 Bjorn Hoffman'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

September 9, 2021 - Present

CASH APP INVESTING LLC

Office #1: 400 Sw 6th Avenue 11th Floor, Portland, OR 97204
BD
CRD#: 144076
Portland, OR
Past

June 10, 2021 - February 28, 2022

EQUITYZEN SECURITIES LLC

BD
CRD#: 281820
NEW YORK, NY
Past

November 6, 2020 - February 5, 2021

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
SEATTLE, WA
Past

November 6, 2020 - February 5, 2021

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SEATTLE, WA
Past

February 18, 2020 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
SEATTLE, WA
Past

February 18, 2020 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
SEATTLE, WA
Past

October 24, 2019 - January 23, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SEATTLE, WA
Past

September 9, 2019 - January 23, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SEATTLE, WA
Past

November 30, 2018 - June 20, 2019

FORESTERS ADVISORY SERVICES, LLC

RIA
CRD#: 164663
RENTON, WA
Past

March 16, 2018 - June 20, 2019

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
RENTON, WA

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
Oregon
(9/9/2021)
RR
Washington
(9/9/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/13/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: , 8-67630

BD
Broker-Dealer Firm Regulated by FINRA (Denver 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
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
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)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
THIRD PARTY TECHNOLOGIES INC.100% OWNER
ADKINS, ASHLEY NICOLECHIEF COMPLIANCE OFFICER5919852
KOLAR, LOGAN STEVENSONFINANCIAL AND OPERATIONS PRINCIPAL6496667
KOLAR, LOGAN STEVENSONCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER6496667

Disclosures


Regulatory Event1

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


CASH APP INVESTING LLC

CRD#: 144076Portland, OR 97204

TRUST BUT VERIFY

Monitor Bjorn Hoffman

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

Similar Advisors


Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
Jason Townsend Lambert
Jason LambertAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics