JT
Joseph P. Trybula
DIVERSIFIED FINANCIAL ADVISORS
TOWN AND COUNTRY, MO 63017
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CRD#: 2771725
JT
Professional summary
Joseph Paul Trybula JR, AIF®, CFP® is a registered financial advisor currently at DIVERSIFIED FINANCIAL ADVISORS, LLC located in Town And Country, Missouri and LPL FINANCIAL LLC located in Town And Country, Missouri.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Joseph has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. 8/13/2013: Diversified Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/15/2013: J. TRYBULA, INC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% - For accounting purposes only not held out to the public; provides consulting services to RIA Diversified Financial Advisors, LLC. 3. 10/22/2015: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/21/2015 - 1 Hours Per Month During Securities Trading. 4. 09/27/2021 - Diversified Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 10/2009 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Diversified Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2009. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Paul Trybula JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 23, 1997 - Present
DIVERSIFIED FINANCIAL ADVISORS, LLC
Office #1: 14323 South Outer Forty Drive, Suite 210 South, Town And Country, MO 63017RIA
CRD#: 118261
TOWN AND COUNTRY, MO
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 14323 S Outer Forty Dr #210s, Town And Country, MO 63017-0000RIA
BD
CRD#: 6413
Town And Country, MO
Past
March 25, 2010 - December 31, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
September 18, 1996 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
TOWN & COUNTRY, MO
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".
DF
DIVERSIFIED FINANCIAL ADVISORS, LLC
DIVERSIFIED FINANCIAL ADVISORS | MOYNIHAN, JOHN J. | JOHN JOSEPH MOYNIHAN | DIVERSIFIED FINANCIAL CONCEPTS | DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD#: 118261 / SEC#: 801-70541
RIA
Registered Investment Advisory firm - (9/11/2009 Approved)Georgia
Registered Investment Advisory firm - (9/14/2009 Terminated)Louisiana
Registered Investment Advisory firm - (9/14/2009 Terminated)Missouri
Registered Investment Advisory firm - (9/14/2009 Terminated)Texas
Registered Investment Advisory firm - (9/11/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/18/2010)
RR
Arizona(3/25/2010)
RR
Arkansas(7/15/2013)
RR
California(7/29/2024)
RR
Colorado(9/23/2009)
RR
District of Columbia(7/15/2013)
RR
Florida(9/8/2009)
RR
Georgia(6/16/2010)
RR
Illinois(9/8/2009)
RR
Indiana(7/15/2013)
RR
Kansas(3/30/2010)
RR
Kentucky(7/15/2013)
RR
Maine(3/30/2010)
RR
Maryland(9/8/2009)
RR
Massachusetts(1/17/2018)
RR
Minnesota(5/17/2013)
IAR
Missouri(8/23/1997)
RR
Missouri(9/8/2009)
RR
New Hampshire(1/11/2025)
RR
New York(5/21/2012)
RR
North Carolina(3/30/2010)
RR
North Dakota(3/17/2015)
RR
Ohio(9/8/2009)
RR
Pennsylvania(3/30/2010)
RR
South Carolina(12/13/2022)
RR
Tennessee(7/15/2013)
RR
Texas(3/25/2010)
IAR
Texas(4/24/2014)
RR
Virginia(3/25/2010)
RR
Wisconsin(9/8/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DF
DIVERSIFIED FINANCIAL ADVISORS, LLC
DIVERSIFIED FINANCIAL ADVISORS | MOYNIHAN, JOHN J. | JOHN JOSEPH MOYNIHAN | DIVERSIFIED FINANCIAL CONCEPTS | DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD#: 118261 / SEC#: 801-70541
RIA
Registered Investment Advisory firm - (9/11/2009 Approved)Georgia
Registered Investment Advisory firm - (9/14/2009 Terminated)Louisiana
Registered Investment Advisory firm - (9/14/2009 Terminated)Missouri
Registered Investment Advisory firm - (9/14/2009 Terminated)Texas
Registered Investment Advisory firm - (9/11/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14323 South Outer Forty Rd Suite 210 South, Town And Country, MO 63017
Mailing Address
Phone number
(800) 307-0376
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 860 |
| AUM (Assets Under Management) | $ 512,193,017 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD#: 118261Town And Country, MO 63017TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
