Tradebot Systems, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Kansas City, Missouri
CRD number
116571
Registered since
November 2, 2001

Firm profile

FINTRX

Overview

Tradebot Systems, Inc. is recorded as a corporate entity that has been SEC-registered since 2001. The firm is listed as owner type "Individual" and carries an "Unclassified" designation within the snapshot data. The record flags several negative attributes: it is not identified as a capital allocator, does not report active ESG investing activity, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The dataset contains no detail on client segments, fee schedules, advisory activities, or business lines.

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
  • David Cummings

    David Cummings

    CEO/OwnerCRD 4463351

  • Jennifer Tomlinson

    Jennifer Tomlinson

    Chief Financial OfficerCRD 5527368

Contacts

3 of 20
  • Mark Pugel

    Software DeveloperCRD 5133288

  • Benton Chan

    Equity TraderCRD 5404721

  • Justin Buck

    Justin Buck

    Equity TraderCRD 5448551

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kansas City, MO

Clay

Location

Kansas City, MO

Headquartered in Kansas City, MO, 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
Clay
Address
1251 Nw Briarcliff Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth