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FIRM PROFILE
Overview
TRADE-PMR INC. is located at 13945 Evergreen Avenue, Clearwater, FL 33762 and was first established at Florida, Florida in 10/30/1998. After operating for 27 years, TRADE-PMR INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TRADE-PMR INC.’s clients are individuals and 0% of their clients are high net worth individuals. TRADE-PMR INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRADE-PMR INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TRADE-PMR INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TRADE-PMR INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TRADE-PMR INC. Comes From
Understanding the Statistics for TRADE-PMR INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
13945 Evergreen Avenue, Clearwater, FL 33762
P.o. Box 358230, Gainesville, FL 32635-8230
Small
(352) 332-8723
Florida since 10/30/1998
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| GATOR MERGER SUB II, LLC | SHAREHOLDER | ||
| BALDWIN, ROBB WALLER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 1409477 | |
| DILBONE, ROBERT POTTER JR | CHIEF REVENUE OFFICER | 5893751 | |
| KELATI, DANIEL T | CHIEF FINANCIAL OFFICER AND FINANCIAL OPERATIONS PRINCIPAL | 3103432 | |
| LEGACY, ELIZABETH | CHIEF COMPLIANCE OFFICER | 4368139 | |
| QUIRK, STEVEN MARK | DIRECTOR | 2728768 | |
| SUBRAMANIAN, SIVARAMAKRISHNAN | DIRECTOR | 7339479 | |
| VICTORIA, RICHARD SCOTT | CHIEF OPERATING OFFICER | 5371275 |
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Advisor's working at TRADE-PMR INC.
Elizabeth Anne Legacy
Santiago Murillo
Anthony Amadeo Biancarosa II
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