Jeffrey Richard Guella

Current Employers

Employment History

• 10/2004 → Present
  Applied Benefit Strategies, Inc.
  Bloomfield Hills, MI
• 10/2007 → 07/2017
  Lpl Financial, Llc
  Bloomfield Hills, MI
• 01/2017 → Present
  Applied Benefit Strategies, Inc. Dba Trinity Financial Services
  Bloomfield Hills, MI
• 07/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 09/2009 → 01/2017
  Trinity Wealth Management, Inc.
  Bloomfield Hills, MI
• 01/2021 → Present
  Happy Trails Co, Llc
  Bloomfield Hills, MI
• 08/2013 → Present
  Nc Condo, Llc
  Bloomfield Hills, MI

Previous Registrations

• 2010-05-26 → 2017-07-21
  Lpl Financial Llc
  Bloomfield Hills, MI

Other Businesses

1. TRINITY FINANCIAL SERVICES, INC., CORPORATION, START DATE: 09/16/09, 43252 WOODWARD AVE. Ste. 205, BLOOMFIELD, MI 48302, RIA, INVESTMENT ADVISOR/PRESIDENT, INVESTMENT RELATED, 144 HOURS PER MONTH, 7 HOURS PER DAY DURING TRADING HOURS. 2. NC CONDO, LLC., START DATE: 08/20/13, 905 RIDGEVIEW CIRCLE, LAKE ORION, MI 48362, RENTAL PROPERTY, MEMBER/MANAGE RENTAL PROPERTIES, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. APPLIED BENEFIT STRATEGIES, INC., CORPORATION, START DATE: 10/01/04, 43252 WOODWARD AVENUE, Ste. 205, BLOOMFIELD HILLS, MI 48302, INSURANCE AGENCY/AGENT, FIXED INSURANCE SALES, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. SAINT VINCENT de PAUL CHARITY, NON-PROFIT, START DATE: 02/19/18, 715 NORTH LAPEER ROAD, LAKE ORION, MI 48362, 501(c)(3)CHARITY, VOLUNTEER, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 5. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 09/17/18, 43252 WOODWARD AVENUE, SUITE 110, BLOOMFIELD HILLS, MI 48302, INSURANCE AGENCY/AGENT, SALE OF LIFE, DISABILITY, LTC INSURANCE, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 6. WAKE MINISTER ST. JOSEPH CATHOLIC CHURCH, START DATE: 12/24/2018, 715 N. LAPEER ROAD, LAKE ORION, MI 48362, CHURCH, NON-PROFIT ORGANIZATION (501 (c)(3)), WAKE MINISTER, TO PRESIDE OVER THE FUNERAL OF A DECEASED PERSON, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 7. ST. PAUL STREET EVANGELIZATION TEAM, START DATE: 03/01/2019, 43252 WOODWARD AVE, Ste. 205, BLOOMFIELD HILLS, MI 48302, CHRUCH GROUP (NON-PROFIT) (501 (c)(3)), TEAM LEADER, ORGANIZE CHURCH TEAM TO EVANGELIZE FAITH, STAND ON STREET CORNERS HANDING OUT ROSARIES AND TALKING ABOUT BELIEF IN JESUS CHRIST, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 8. HAPPY TRAILS CO LLC, START DATE: 01/21/2021, 905 Ridgeview Circle, Lake Orion, MI 48362, LLC, Passive Real Estate, Organizer, This LLC has purchased vacant land at 220 Boulder Ridge Rd., Steamboat Springs, CO 80487, The intent is to build a house, to possibly live there part-time, and to rent the house part-time for passive incoming starting as early as 4Q 2024, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 9. Young Catholic Professionals - Mentor, Start Date: 11/08/2021, 905 Ridgeview Circle, Lake Orion, MI 48362, Counseling a young person for career advice and direction, Mentor, Post my background and resume on the YCP platform, They will identify a young man or woman with similar interests and I will talk with them occasionally to provide career and life guidance, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-27

Designations