Cboe Trading, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
51
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 is listed in the dataset as having both domestic-entity and individual ownership elements. The firm is classified as "Unclassified" in the snapshot and does not present itself as a capital allocator. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser based on the provided fields. Core business, advisory activities, fee structure, and client-base details are not supplied 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
  • William Upp

    William Upp

    Chief Compliance OfficerCRD 2976682

  • Scott Johnston

    Scott Johnston

    Chief Operating OfficerCRD 6921183

Contacts

3 of 49
  • Amar Desai

    Amar Desai

    Trade Desk SpecialistCRD 6748541

  • Kelly Broadhurst

    SalesCRD 1379507

  • William Cody

    William Cody

    DirectorCRD 2389984

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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