JM
Joel Minnich
BREX TREASURY LLC
SALT LAKE CITY, UT 84101-2380
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CRD#: 6521616
JM
Professional summary
Joel Minnich, who also goes by Joel Ross Minnich, is a registered financial professional currently at BREX TREASURY LLC located in Salt Lake City, Utah.
Joel is registered as a RR (Registered Representative) and started their career in finance in 2015. Joel has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Joel Ross Minnich
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.
CRS (Client Relationship Summary) - BD
Click below to view Joel Minnich'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
July 15, 2021 - Present
BREX TREASURY LLC
Office #1: 650 South 500 West Suite 300, Salt Lake City, UT 84101-2380BD
CRD#: 299606
SALT LAKE CITY, UT
Past
August 23, 2018 - July 8, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
August 15, 2018 - July 8, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, FL
Past
August 4, 2015 - July 10, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
JACKSONVILLE, FL
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
Tennessee(5/29/2025)
RR
Texas(5/29/2025)
RR
Utah(7/15/2021)
RR
Vermont(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
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BT
BREX TREASURY LLC
BREX TREASURY LLC
CRD#: 299606 / SEC#: , 8-70251
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Mailing Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Phone number
(551) 284-3958
Established
Delaware since 11/01/2018
Firm type
Limited Liability Company
Fiscal year end
January
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
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
BREX TREASURY LLC
CRD#: 299606Salt Lake City, UT 84101-2380TRUST BUT VERIFY
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