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 is SEC-registered since 2001. The firm is owned by an individual and is categorized as "Unclassified" in the available records. Public-facing disclosures provide minimal detail on the firm's lines of business or advisory services. Available profile fields indicate Tradebot Systems, Inc. does not act as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state or newly formed adviser. No additional descriptions of investment strategy, client segments, or business activities were provided in the source data.

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
  • Jeffrey Watts

    Jeffrey Watts

    Systems AdministratorCRD 6137220

  • Henry Waldenmeyer

    Henry Waldenmeyer

    Financial AnalystCRD 7400284

  • Mark Pugel

    Software DeveloperCRD 5133288

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