TRADE-PMR INC.
Firm details
- Headquarters
- CLEARWATER, Florida
- CRD number
- 46350
- Registered since
- June 21, 1999
- Website
- www.tradepmr.com
Firm profile
FINTRXOverview
Trade-Pmr Inc. is a corporate advisory entity that has been SEC-registered since 1999. Public records identify its ownership as a combination of a domestic entity and an individual. The adviser is classified as Unclassified in available datasets and is not listed as a capital allocator. Available disclosures on business lines, client types, fee models, and advisory activities are minimal. The company is not identified as an active ESG investor, is not characterized as a multi-state adviser, and is not flagged as a pension consultant or related adviser in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5ROBB BALDWIN
President and CEOCRD 1409477
Jon Patullo
Chief Product OfficerCRD 2602896
RICHARD VICTORIA
Chief Operating OfficerCRD 5371275
Contacts
3 of 87Jessica Denton
Compliance AssociateCRD 6226319
Matthew Strope
Customer Experience RepresentativeCRD 6767252
Sherry Akanni
Operations AssociateCRD 6828913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEARWATER, FL
PINELLAS
Location
CLEARWATER, FL
Headquartered in CLEARWATER, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 13945 Evergreen Ave
- Time zone
- ET (UTC-5)
- Office locations
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