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CF

Chelsea B. Fleggas

BREX TREASURY LLC
SALT LAKE CITY, UT 84101-2380
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CRD#: 7050304
CF

Professional summary


Chelsea Barbery Fleggas, who also goes by Chelsea Lea Barbery, Chelsea Lea Bradley, Chelsea Fleggas, is a registered financial professional currently at BREX TREASURY LLC located in Salt Lake City, Utah.

Chelsea is registered as a RR (Registered Representative) and started their career in finance in 2019. Chelsea has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chelsea Lea Barbery | Chelsea Lea Bradley | Chelsea Fleggas

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) - BD


Click below to view Chelsea Barbery Fleggas'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®
None

Experience


Current

May 12, 2025 - Present

BREX TREASURY LLC

Office #1: 650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
BD
CRD#: 299606
SALT LAKE CITY, UT
Past

June 7, 2021 - May 31, 2023

BREX TREASURY LLC

BD
CRD#: 299606
SALT LAKE CITY, UT
Past

April 10, 2019 - June 2, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RALEIGH, NC
Past

March 8, 2019 - June 2, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RALEIGH, NC

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
(5/12/2025)
RR
Alaska
(5/12/2025)
RR
Arizona
(5/12/2025)
RR
Arkansas
(5/12/2025)
RR
California
(5/12/2025)
RR
Colorado
(5/12/2025)
RR
Connecticut
(5/12/2025)
RR
Delaware
(5/12/2025)
RR
District of Columbia
(5/12/2025)
RR
Florida
(5/12/2025)
RR
Georgia
(5/12/2025)
RR
Hawaii
(5/12/2025)
RR
Idaho
(5/12/2025)
RR
Illinois
(5/12/2025)
RR
Indiana
(5/12/2025)
RR
Iowa
(5/12/2025)
RR
Kansas
(5/12/2025)
RR
Kentucky
(5/12/2025)
RR
Louisiana
(5/12/2025)
RR
Maine
(5/12/2025)
RR
Maryland
(5/12/2025)
RR
Massachusetts
(5/12/2025)
RR
Michigan
(5/12/2025)
RR
Minnesota
(5/12/2025)
RR
Mississippi
(5/12/2025)
RR
Missouri
(5/12/2025)
RR
Montana
(5/12/2025)
RR
Nebraska
(5/12/2025)
RR
Nevada
(5/12/2025)
RR
New Hampshire
(5/12/2025)
RR
New Jersey
(5/12/2025)
RR
New Mexico
(5/12/2025)
RR
New York
(5/12/2025)
RR
North Carolina
(5/12/2025)
RR
North Dakota
(5/12/2025)
RR
Ohio
(5/12/2025)
RR
Oklahoma
(5/12/2025)
RR
Oregon
(5/12/2025)
RR
Pennsylvania
(5/12/2025)
RR
Puerto Rico
(5/12/2025)
RR
Rhode Island
(5/12/2025)
RR
South Carolina
(5/12/2025)
RR
South Dakota
(5/12/2025)
RR
Tennessee
(5/12/2025)
RR
Texas
(5/12/2025)
RR
Utah
(5/12/2025)
RR
Vermont
(5/12/2025)
RR
Virginia
(5/12/2025)
RR
Washington
(5/12/2025)
RR
West Virginia
(5/12/2025)
RR
Wisconsin
(5/12/2025)
RR
Wyoming
(5/12/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/10/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/5/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/8/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product 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)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BREX INC.PARENT COMPANY
BROWN, JASONCHIEF COMPLIANCE OFFICER2794246
MOORE, KEVIN RICHARDCHIEF FINANCIAL OFFICER7192007
ZHOU, ERIKPRESIDENT, PRINCIPAL OF OPERATIONS, PFO5166236

Disclosures


Regulatory Event1

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 84101-2380

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