Join TradePMR and Robinhood at SYNERGY26 in Washington, D.C., to explore the intersection of innovation, regulation, and the next decade of wealth management.
The energy for SYNERGY26 is building.
As the nation celebrates the 250th anniversary of the signing of the Declaration of Independence, TradePMR is celebrating independent financial advisors in the heart of Washington, D.C.
With TradePMR now part of Robinhood, this year’s conference marks a pivotal moment. We’re bringing together the best of both worlds: TradePMR’s "high-touch" advisor support and Robinhood’s technology and reach. SYNERGY26 isn't just about where wealth management is today — it’s about where the industry is going over the next decade.
If you’re looking for a roadmap for the future, you won’t want to miss these powerhouse sessions featuring leaders from both Robinhood and TradePMR. Here is a look at the sessions that will define the week.
Tuesday, June 2: Setting the Regulatory North Star
The conference kicks off on Tuesday afternoon with a deep dive into the forces shaping our industry.
Setting the Agenda with Dan Gallagher
Few people understand the intersection of innovation and regulation better than Dan Gallagher, Robinhood’s Chief Legal, Compliance & Corporate Affairs Officer. As someone who previously served as a Commissioner of the U.S. Securities and Exchange Commission from 2011 to 2015, and held several other positions on the SEC staff prior to being appointed Commissioner, Dan offers a rare insider’s perspective. In this opening session, he will share his perspective on the current regulatory landscape and priorities that will shape the future of wealth management.
Wednesday, June 3: A Vision for Growth and Scale
Wednesday morning is all about momentum. We start with the mission and quickly move into the "how" of the next decade.
Purpose. Scale. Lead: TradePMR’s Path Forward
TradePMR Founder and General Manager Robb Baldwin takes the stage to share the firm’s core mission. This session is a pulse check on TradePMR’s relentless execution and how the firm is innovating to support independent advisors in this transformative era.
Defining the Future of TradePMR and Robinhood
What happens when you combine a decades-long commitment to RIAs with the platform redefining finance for the next generation? Robb Baldwin and Steve Quirk (Robinhood’s Chief Brokerage Officer) will engage in an energizing conversation about their long-term vision. They’ll explore:
- Reimagining the advisor and client experience
- Unlocking new growth opportunities via the Robinhood Advisor Network
- How access and technology will help shape the next 5–10 years
- The Road Ahead: Execution and Innovation
Where We are Focused: Growth, Innovation, and Execution
This session pulls back the curtain on the Fusion platform and the future of next-generation custody. You’ll get a first look at where we are investing, what we are building, and how TradePMR and Robinhood are accelerating success for the modern advisor.
Why This Matters
Wealth management is at an inflection point. The "old way" of doing things is being challenged by a new generation of investors who demand transparency, speed, and a tech-first approach. At SYNERGY26, we aren't just discussing these changes — we’re building the bridge to help you lead through them.
We can't wait to see you at the sessions and in the breakout rooms as we define what’s next, together.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Clearwater, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
TradePMR is a wholly owned subsidiary of Robinhood Markets, Inc.
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