IO
Irvin Ortiz Chavez
ROBINHOOD FINANCIAL
Denver, CO 80202
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CRD#: 7342036
IO
Irvin Ortiz ChavezROBINHOOD FINANCIAL
Professional summary
Irvin Ortiz Chavez, who also goes by Irvin Antonio Ortiz Chavez, Irvin Ortiz Chavez, Irvin Antonio Ortiz-chavez, Irvin Ortiz-chavez, is a registered financial professional currently at ROBINHOOD FINANCIAL, LLC located in Denver, Colorado.
Irvin is registered as a RR (Registered Representative) and started their career in finance in 2023. Irvin has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Aliases
Irvin Antonio Ortiz Chavez | Irvin Ortiz Chavez | Irvin Antonio Ortiz-Chavez | Irvin Ortiz-Chavez
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.
OBA-103385|OrgNmn:Cheluna Brewery|Org Addr:Aurora,Colorado,US|OBA Nature:Brewery|Invst Rel:N|Title:Beertender|Duties:I will just be working in the taproom serving beer and also assist with the brewing process as well|StrtDt:10-21-23|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - BD
Click below to view Irvin Ortiz Chavez'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®
NoneExperience
Current
July 24, 2026 - Present
ROBINHOOD FINANCIAL, LLC
Office #1: 2373 15th St Suite 300, Denver, CO 80202BD
CRD#: 165998
Denver, CO
Past
March 31, 2025 - June 18, 2026
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
February 28, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
April 28, 2023 - June 18, 2026
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GREENWOOD VILLAGE, CO
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(7/24/2026)
RR
Alaska(7/24/2026)
RR
Arizona(7/24/2026)
RR
Arkansas(7/24/2026)
RR
California(7/24/2026)
RR
Colorado(7/24/2026)
RR
Connecticut(7/24/2026)
RR
Delaware(7/24/2026)
RR
District of Columbia(7/24/2026)
RR
Florida(7/24/2026)
RR
Georgia(7/24/2026)
RR
Hawaii(7/24/2026)
RR
Idaho(7/24/2026)
RR
Illinois(7/24/2026)
RR
Indiana(7/24/2026)
RR
Iowa(7/24/2026)
RR
Kansas(7/24/2026)
RR
Kentucky(7/24/2026)
RR
Louisiana(7/24/2026)
RR
Maine(7/24/2026)
RR
Maryland(7/24/2026)
RR
Massachusetts(7/24/2026)
RR
Michigan(7/24/2026)
RR
Minnesota(7/24/2026)
RR
Mississippi(7/24/2026)
RR
Missouri(7/24/2026)
RR
Montana(7/24/2026)
RR
Nebraska(7/24/2026)
RR
Nevada(7/24/2026)
RR
New Hampshire(7/24/2026)
RR
New Jersey(7/24/2026)
RR
New Mexico(7/24/2026)
RR
New York(7/24/2026)
RR
North Carolina(7/24/2026)
RR
North Dakota(7/24/2026)
RR
Ohio(7/24/2026)
RR
Oklahoma(7/24/2026)
RR
Oregon(7/24/2026)
RR
Pennsylvania(7/24/2026)
RR
Puerto Rico(7/24/2026)
RR
Rhode Island(7/24/2026)
RR
South Carolina(7/24/2026)
RR
South Dakota(7/24/2026)
RR
Tennessee(7/24/2026)
RR
Texas(7/24/2026)
RR
Utah(7/24/2026)
RR
Vermont(7/24/2026)
RR
Virgin Islands(7/24/2026)
RR
Virginia(7/24/2026)
RR
Washington(7/24/2026)
RR
West Virginia(7/24/2026)
RR
Wisconsin(7/24/2026)
RR
Wyoming(7/24/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/28/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RF
ROBINHOOD FINANCIAL, LLC
CHRONOS FINANCIAL, LLC | ROBINHOOD FINANCIAL, LLC
CRD#: 165998 / SEC#: , 8-69188
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 08/24/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ROBINHOOD MARKETS, INC | 100% OWNER | |
| BILLINGS, MATTHEW JOHN | PRESIDENT, CHIEF EXECUTIVE OFFICER | 1915377 |
| CAVALLARO, ANTHONY JOSEPH | CHIEF COMPLIANCE OFFICER | 1607925 |
| GALVIN, SCOT SEAN | PRINCIPAL OPERATIONS OFFICER | 3226179 |
| KELATI, DANIEL T | CHIEF FINANCIAL OFFICER AND PRINCIPAL FINOP | 3103432 |
| KOLLER, WALTER | CHIEF OPERATING OFFICER | 1932260 |
| QUIRK, STEVEN MARK | MANAGER | 2728768 |
| SUBRAMANIAN, SIVARAMAKRISHNAN | MANAGER | 7339479 |
Disclosures
| Regulatory Event | 56 |
| Arbitration | 7 |
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.
