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Thomas Tristany Trela

LPl Financial LLC

Tampa, FL

Timonium, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-19
TX RA APPROVED_RES 2025-07-29
MD RA APPROVED 2025-05-23
  • FL RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED_RES
    Since 2025-07-29
  • MD RA
    APPROVED
    Since 2025-05-23

Branch Locations

Tampa, FL • United States

108 W Timonium Rd Ste 202, Timonium, MD 21093-7320 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services Hunt Valley MD 09/2015 08/2018
Massmutual Hunt Valley MD 07/2015 08/2018
Cambridge Investment Research, Inc. Fairfield IA 08/2018 07/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2018 07/2021
Lpl Financial, Llc Timonium MD 07/2021 Present
Maryland Financial Group, Inc. Dba Trela Vacaccio & Associates Timonium MD 07/2021 Present
  • 09/2015 → 08/2018
    Mml Investors Services
    Hunt Valley, MD
  • 07/2015 → 08/2018
    Massmutual
    Hunt Valley, MD
  • 08/2018 → 07/2021
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2018 → 07/2021
    Fairfield, IA
  • 07/2021 → Present
    Timonium, MD
  • 07/2021 → Present
    Maryland Financial Group, Inc. Dba Trela Vacaccio & Associates
    Timonium, MD
Previous Registrations
Other Businesses

1. 7/28/2021 - Trela, Vaccacio & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 7/28/2021 - Financial Advocacy Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 7/28/2021 - ABC Holdings - Investment Related - 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802 - Non-Variable Insurance - Agent - Started 2016 - Time Spent 10% - Selling Life and Disability. 4. 7/29/2021 - Maryland Financial Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 7/2021 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Maryland Financial Group, Inc., an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 12/21/2021 - Phoenix TS - Not Investment Related - Remote presentations - Outside/W-2 Employment - Instructor - Started 12/16/2021 - 2 Hours Per Month During Securities Trading - Explain the basics of financial planning and government benefits to government employees.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-12
  • S66 Uniform Combined State Law Examination
    2014-08-12
Other Names
  • Tom Trela

View on SEC IAPD

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