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Jose Antonio Ortiz

Robinhood Asset Management

Dallas, TX

Menlo Park, CA

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Current Employers
Robinhood Asset Management

85 Willow Road, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-12
TX RA APPROVED 2025-05-12
  • CA RA
    APPROVED
    Since 2025-05-12
  • TX RA
    APPROVED
    Since 2025-05-12

Branch Locations

Dallas, TX • United States

85 Willow Road, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake TX 04/2016 10/2020
Robinhood Financial, Llc Southlake TX 10/2020 Present
Robinhood Markets, Inc Southlake TX 06/2022 Present
Robinhood Asset Management, Llc Menlo Park CA 05/2025 Present
  • 04/2016 → 10/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 10/2020 → Present
    Robinhood Financial, Llc
    Southlake, TX
  • 06/2022 → Present
    Robinhood Markets, Inc
    Southlake, TX
  • 05/2025 → Present
    Robinhood Asset Management, Llc
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2018-03-12

View on SEC IAPD

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