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BH

Bjorn Hoffman

CASH APP INVESTING
OAKLAND, CA 94612
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 Oakland, California.

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.

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: 1955 Broadway Suite 600, Oakland, CA 94612
BD
CRD#: 144076
OAKLAND, CA
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
RR
Series 63
Date: 3/31/2018
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: 9/27/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/16/2018
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/19/2019
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/29/2018
Investment Company Products/Variable Contracts Principal Examination
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)
PREMIUM
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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#: 144076Oakland, CA 94612

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