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 organized as a corporation and has been SEC-registered since 2001. The firm is held by an individual owner and is categorized in the dataset as "unclassified." The snapshot flags several governance and operating attributes: it is not identified as a capital allocator, does not report being an active ESG investor, is not a multi-state or newly formed adviser, and is not listed as a pension consultant or related adviser. The dataset supplied contains no description of business lines, advisory services, client segments, or fee arrangements, so there is no public detail here on the firm’s investment approach, client-facing activities, or product offerings.

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