Celeste Griffin-churchill

BAYVIEW FINANCIAL PLANNING

LUTZ, FL · CRD#

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Mesa, AZ · CRD#

KJH FINANCIAL SERVICES

NEEDHAM, MA · CRD#

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures on record.

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.

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Years of Experience

18 years registered in the securities industry

Current & Past Employments

Current

TRETE CAPITAL MARKETS, LLCCurrent·CRD# 311773

BD

1. 340 South Main Street, Coalville, UT 840172. 340 South Main Street, Coalville, UT 84017

September 12, 2024 - Present

Past

TD SECURITIES (USA) LLCPast·CRD# 18476

BD

New York, NY

December 1, 2009 - July 6, 2012

TS IMAGINE BROKERAGE SERVICES, LLCPast·CRD# 146283

BD

New York, NY

May 21, 2009 - November 11, 2009

J.P. MORGAN SECURITIES LLCPast·CRD# 79

BD

New York, NY

February 14, 2008 - June 12, 2008

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BAYVIEW FINANCIAL PLANNING

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Customer Relationship Summary (CRS / FINRA)

Current Firm

TC

TRETE CAPITAL MARKETS, LLC

TRETE CAPITAL MARKETS, LLC | WAY MAKER REAL ESTATE PARTNERS, LLC

CRD#: 311773 / SEC#: 8-70701

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

340 South Main Street, Coalville, UT 84017

Mailing Address

340 South Main Street, Coalville, UT 84017

Phone Number

(469) 481-7681

Established

Texas since 10/13/2020

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

Name	Position	CRD#
TRETE, INC.	DIRECT OWNER	—
GRIFFIN-CHURCHILL, CELESTE	CEO	4950169
HENDERSON, STUART ROBERT	FINOP	1121476
MATISOFF, KIMBERLY DORMAN	CHIEF COMPLIANCE OFFICER	5982741

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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BAYVIEW FINANCIAL PLANNING

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State Registrations and Notice Filings

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

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(5/29/2025)

RR

Alaska
(5/29/2025)

RR

Arizona
(5/29/2025)

RR

Arkansas
(5/29/2025)

RR

California
(5/29/2025)

RR

Colorado
(5/29/2025)

RR

Connecticut
(5/29/2025)

RR

Delaware
(5/29/2025)

RR

District of Columbia
(5/29/2025)

RR

Florida
(5/29/2025)

RR

Georgia
(5/29/2025)

RR

Hawaii
(5/29/2025)

RR

Idaho
(5/29/2025)

RR

Illinois
(5/29/2025)

RR

Indiana
(5/29/2025)

RR

Iowa
(5/29/2025)

RR

Kansas
(5/29/2025)

RR

Kentucky
(5/29/2025)

RR

Louisiana
(5/29/2025)

RR

Maine
(5/29/2025)

RR

Maryland
(5/29/2025)

RR

Massachusetts
(5/29/2025)

RR

Michigan
(5/29/2025)

RR

Minnesota
(5/29/2025)

RR

Mississippi
(5/29/2025)

RR

Missouri
(5/29/2025)

RR

Montana
(5/29/2025)

RR

Nebraska
(5/29/2025)

RR

Nevada
(5/29/2025)

RR

New Hampshire
(5/29/2025)

RR

New Jersey
(5/29/2025)

RR

New Mexico
(5/29/2025)

RR

New York
(5/29/2025)

RR

North Carolina
(5/29/2025)

RR

North Dakota
(5/29/2025)

RR

Ohio
(5/29/2025)

RR

Oklahoma
(5/29/2025)

RR

Oregon
(5/29/2025)

RR

Pennsylvania
(5/29/2025)

RR

Puerto Rico
(5/29/2025)

RR

Rhode Island
(5/29/2025)

RR

South Carolina
(5/29/2025)

RR

South Dakota
(5/29/2025)

RR

Texas
(9/12/2024)

RR

Utah
(5/29/2025)

RR

Vermont
(5/29/2025)

RR

Virgin Islands
(5/29/2025)

RR

Virginia
(5/29/2025)

RR

Washington
(5/29/2025)

RR

West Virginia
(5/29/2025)

RR

Wisconsin
(5/29/2025)

RR

Wyoming
(5/29/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA

SRO Registrations

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CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Celeste Griffin-churchill's CRS (Customer Relationship Summary).

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