1 min read
Baldwin One of “20 People Who Will Change Wealth Management in 2020”
Robb Baldwin, founder and CEO of TradePMR, has been recognized in conjunction with John Peluso, head of First Clearing, for their efforts to launch an RIA channel within a wirehouse. The magazine cites,
1 min read
TradePMR, Swamp Head Brewery Team Up to Raise Funds for Humane Society
TradePMR to match dollar-for-dollar on wristband sales up to $1000.
4 min read
TradePMR Named Industry Awards Finalist by Wealth Management
Momentum continues in 2019: The technology and custodial services provider named to CIO Review’s 50 Most Promising FinTech Solutions Providers of 2019.1
2 min read
TradePMR Named a Winner of 2019 Excellence in Customer Service
The technology and custody services provider recognized for ‘white-glove’ approach to service and responsiveness to financial advisor requests. GAINESVILLE, Fla. – May 10, 2019 – TradePMR, a technology and custodial services provider, has been named ...
3 min read
TradePMR Launches Augmented Reality Technology for Advisor Recruitment
The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy. GAINESVILLE, Fla., April 23, 2019 /PRNewswire/ -- TradePMR, a technology and custodial services provider, is rolling out new augmented ...
2 min read
TradePMR to Host Fourth Annual Oktoberfest Celebration
The event is part of the Gainesville, Florida-based company's 20-for-20 Initiative to benefit the community
1 min read
TradePMR’s Director of Social Media Named 2018 “Fierce Award Winner”
As Social Media Director at TradePMR, Monika Baldwin is able to deliver messages of positivity and accountability across the many communities she is a member of, both professionally and personally. Regardless of the community, Baldwin works to lift ...
1 min read
Finalist in Financial Services Awards Competition
The custodial services provider earns nod for the rollout of Earnwise platform.
