BT
Brian L. Tribbitt
MARIN FINANCIAL LLC
Lancaster, PA
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CRD#: 7186144
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Professional summary
Brian Leigh Tribbitt, who also goes by Brian L. Tribbitt, is a registered financial advisor currently at MARIN FINANCIAL LLC located in Lancaster, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian L. Tribbitt
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) Navy Reserves; not investment related; Washington, DC; navy; submarine officer; 07/2020; 16 hrs/month; 4 hrs during trading; aide-de-camp for the commandant of the Marine Corps, short & long term planning assistance & coordination, responsible for the logistic & preparation for events the CMC attends 2) TAFT Enterprises; investment related;551 West King Street, Lancaster, PA; family restaurant; 6/2012;0 hrs/month; 0 hrs during trading; limited partner/silent investor 3) Trissler Partners; investment related;551 West King Street, Lancaster, PA 17603;building/commercial real estate; limited partner;6/2012;0 hrs/month;0 hrs during trading; limited partner/silent investor 4) Marietta Brewing LLC; not investment related;121 Saddleback Dr; restaurant/brewing company; general partner; 3/2021;21 hrs/month;0 hrs during trading; management control, share the right to use partnership property, share profit of the firm and have joint and several liability for debts of the partnership 5) CAB Real Estate LLC; not investment related;121 Saddleback Dr; restaurant/brewing company; general partner;3/2021; 21 hrs/month;0 hrs during trading; management control, share the right to use partnership property, share profit of the firm and have joint and several liability for debts of the partnership 6) MET Real Estate; not investment related;1735 Glenbrook Ave, Lancaster, PA 17603; investment/rental property; partner; 11/12/2021; 1 hr/month; 0 hrs during trading; passive investor only 7) Brian Tribbitt, Sole Proprietor; Investment related; Lancaster, PA; insurance sales and service; 07/2020; 1 hr/month; 0 hrs during trading; insurance agent
CRS (Client Relationship Summary) - RIA
Click below to view Brian Leigh Tribbitt'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
February 28, 2023 - Present
MARIN FINANCIAL LLC
RIA
CRD#: 325239
Lancaster, PA
Past
April 24, 2020 - January 13, 2023
OSAIC ADVISORY SERVICES, LLC
RIA
CRD#: 171070
Wormleysburg, PA
Past
January 16, 2020 - January 13, 2023
TRIAD ADVISORS LLC
BD
CRD#: 25803
Wormleysburg, PA
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.Highlighted states indicate IAR registrations
IAR
District of Columbia(6/13/2023)
IAR
Michigan(2/28/2023)
IAR
Pennsylvania(3/21/2023)
IAR
Texas(3/23/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/16/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
MF
MARIN FINANCIAL LLC
MARIN FINANCIAL LLC
CRD#: 325239 / SEC#:
District of Columbia
Registered Investment Advisory firm - (6/13/2023 Approved)Michigan
Registered Investment Advisory firm - (2/28/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (3/21/2023 Approved)Texas
Registered Investment Advisory firm - (3/23/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lancaster, PA
Mailing Address
Phone number
(717) 528-2835
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 7,500,000 |
Red Flags
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