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Angeline D. Webb

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CRD#: 1194146
AW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Angeline Dinatale Webb was a registered financial professional .

Angeline is a previously registered financial professional and started their career in finance in 1983. Angeline had worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 9, 1984 - May 8, 2012

TRUBEE WEALTH ADVISORS, INC.

BD
CRD#: 3618
BUFFALO, NY
Past

September 26, 1983 - February 27, 1984

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TRUBEE WEALTH ADVISORS, INC.
TRUBEE WEALTH ADVISORS, INC.
TRUBEE WEALTH ADVISORS, INC | TRUBEE, COLLINS & CO., INC. | TRUBEE, COLLINS & CO. | TRUBEE WEALTH ADVISORS, INC.

CRD#: 3618 / SEC#: 801-70259, 8-2142

RIA
Registered Investment Advisory firm - SEC (6/11/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1983
General Securities Representative Examination

Current Firm

TRUBEE WEALTH ADVISORS, INC.
TRUBEE WEALTH ADVISORS, INC.
TRUBEE WEALTH ADVISORS, INC | TRUBEE, COLLINS & CO., INC. | TRUBEE, COLLINS & CO. | TRUBEE WEALTH ADVISORS, INC.

CRD#: 3618 / SEC#: 801-70259, 8-2142

RIA
Registered Investment Advisory firm - SEC (6/11/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
600 Airborne Pkwy Suite #120 Suite #120, Buffalo, NY 14225
Mailing Address
600 Airborne Pkwy Suite #120, Buffalo, NY 14225
Phone number
(716) 849-1401
Established
New York since 01/01/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
17

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

TRUBEE WEALTH ADVISORS FORM ADV 2A (3/19/2025)

Direct owners and executive officers

NamePositionCRD#
PICTOR, WILLIAM ROBERTVICE PRESIDENT858533
SHINE, JOHN DAVIDPRESIDENT, BRANCH MANAGER, & CEO6416650
TURK, THOMAS RICHARDVICE PRESIDENT723048
BOWEN, JEFFREY ALLANVICE PRESIDENT, SROP, CROP832583
EMBLIDGE, ANNE JENNIFERFINANCIAL ADVISOR6778677
GELO, CHARLES ERNESTVICE PRESIDENT2356060
INGOLD, NICHOLAS ALEXANDERVICE PRESIDENT5189327
STEINWALD, HARRISON MICHAELFINOP AND CFO5978062
VERBANIC, NICHOLASVICE PRESIDENT2229305
REINARD-KOPSA, PATRICIA EDITHCHIEF COMPLIANCE OFFICER2101387
VOSSLER, THOMAS GERARDVICE PRESIDENT1036328

Regulatory assets under management

Total Number of Accounts1,265
AUM (Assets Under Management)$ 724,206,069

Disclosures

Regulatory Event7

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report
07/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUBEE WEALTH ADVISORS, INC.

TRUBEE WEALTH ADVISORS, INC.

CRD#: 3618

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