Trista Holwager

Employer firm

Kubitree LLC CRD 336330

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Item 5F — Regulatory AUM
Item 5G — Advisory services
Full firm profile

Current Employers

Kubitree Llc

Matthews, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-06-13

NC RA
APPROVED

Since 2025-06-13

Branch Locations

Matthews, NC • 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

Organization	City	State	From	To
Tree Realty, Llc	Matthews	NC	05/2003	Present

05/2003 → Present

Tree Realty, Llc

Matthews, NC

Other Businesses

Trista Holwager is the Broker-in-Charge at Tree Realty LLC, a position she has held since 2003. This business activity is related to real estate services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-11

S65 Uniform Investment Adviser Law Examination

2025-03-11

View on SEC IAPD