Cboe Trading, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
56
Avg account
$0

Firm details

Headquarters
Overland Park, Kansas
CRD number
136734
Registered since
January 3, 2006

Firm profile

FINTRX

Overview

Cboe Trading, Inc. is organized as a corporation and appears in FINTRX as an SEC-registered entity since 2006. The firm is listed under owner type "Domestic Entity | Individual" and carries an "Unclassified" classification in the dataset. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not marked as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Scott Johnston

    Scott Johnston

    Chief Operating OfficerCRD 6921183

  • William Upp

    William Upp

    Chief Compliance OfficerCRD 2976682

Contacts

3 of 54
  • Thomas Kozlowski

    Software EngineerCRD 6484930

  • Harlan Lakson

    Harlan Lakson

    Trade Desk SpecialistCRD 8250005

  • Adam Saleh

    Adam Saleh

    Trade Desk SpecialistCRD 6863933

Unlock 51 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
6800 W 115th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth