JT
Jeremy Trybula
DIVERSIFIED FINANCIAL ADVISORS
TOWN AND COUNTRY, MO 63017
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CRD#: 4782536
JT
Professional summary
Jeremy Trybula 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.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jeremy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 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) 10/21/2013 - DBA ONLY - DIVERSIFIED FINANCIAL ADVISORS, LLC - TOWN & COUNTRY, MO (2) 11/11/2013 - REAL ESTATE RENTAL - 1 RENTAL UNIT - 1% OF TIME SPENT - WENTZVILLE, MO (3) 01/09/2015 - DIVERSIFIED FINANCIAL ADVISORS, LLC - NON-VARIABLE INSURANCE - TIME SPENT 1 HOUR PER MONTH - TOWN & COUNTRY, MO (4) 09/27/2021 - Diversified Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 1/2014 - 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 1/2014. 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 Jeremy Trybula'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®
NoneExperience
Current
January 22, 2014 - Present
DIVERSIFIED FINANCIAL ADVISORS, LLC
Office #1: 14323 South Outer Forty Rd 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
July 27, 2004 - 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
Arizona(7/29/2024)
RR
Arkansas(7/29/2024)
RR
California(7/29/2024)
RR
Florida(7/29/2024)
RR
Illinois(9/8/2009)
RR
Indiana(7/29/2024)
RR
Massachusetts(7/29/2024)
RR
Missouri(9/8/2009)
IAR
Missouri(1/22/2014)
RR
North Carolina(7/31/2024)
RR
Ohio(7/29/2024)
RR
South Carolina(7/29/2024)
RR
Tennessee(5/24/2024)
RR
Wisconsin(7/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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