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Brett William Freese

Trustwell Financial Advisors, LLC

Jacksonville, FL

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Current Employers
Trustwell Financial Advisors, Llc

8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-02-03
FL RA APPROVED 2009-03-18
  • TX RA
    APPROVED_RES
    Since 2021-02-03
  • FL RA
    APPROVED
    Since 2009-03-18

Branch Locations

8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216 • 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
Trustwell Financial Advisors, Llc Jacksonville FL 01/2009 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-21
  • S66 Uniform Combined State Law Examination
    2009-02-21

View on SEC IAPD

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