Benjamin Cory Treece

Current Employers

Employment History

• 06/2006 → 05/2021
  Treece Investment Advisory Corp
  Toledo, OH
• 06/2006 → 05/2021
  Treece Financial Services Corp
  Toledo, OH
• 06/2009 → 11/2018
  Treece Farms, Llc
  Toledo, OH
• 04/2021 → 11/2025
  San Blas Securities
  Atlanta, GA
• 04/2021 → 11/2025
  San Blas Advisory
  Atlanta, GA
• 11/2025 → Present
  Unity Financial Planning Group Llc
  Kennesaw, GA

Previous Registrations

• 2021-04-14 → 2025-12-02
  Sb Advisory, Llc
  Toledo, OH
  Atlanta, GA
  Indianapolis, IN
• 2010-09-03 → 2021-05-17
  Treece Investment Advisory Corp
  Toledo, OH

Other Businesses

1) WATERSIDE SYLVANIA LLC, NOT INVESTMENT RELATED, SINCE 09/2015, PARTNER, LAND HOLDING COMPANY, DEVOTE LESS THAN 5HRS /WK TO THIS ACTIVITY.. 2) PICKLE JAR FINANCE; TOLEDO,OH; NOT INVESTMENT-RELATED; SINCE 12/2018; WRITER; INFORMATIONAL NEWS LETTER; DUTIES: PRODUCE CONTENT; DEVOTE 5 HRS./WEEK TO THIS ACTIVITY. 3.)DOUGLAS ALLEN ASSOCIATES, LLC, OWNER, OFFICE SUPPLY AND STAFFING COMPANY, NOT INVESTMENT RELATED, NO ADDITIONAL COMPENSATION (ALL COMPENSATION THROUGH DOUGLAS ALLEN IS A RESULT OF TIAC OR TFSC). 4.) N731PC LLC, OWNER, OWNS AND MAINTAINS AN AIRCRAFT, NOT INVESTMENT RLEATED, NO ADDITIONAL COMPENSATION. 5.) SB ADVISORY, INVESTMENT ADVISOR, INVESTMENT RELATED, COMPENSATED 1099 FOR INVESTMENT ADVISORY SERVICES, DEVOTE 40+ HOURS/WEEK 6.) TREECE INVESTMENTS LLC: INVESTMENT RELATED, MANAGING MEMBER, DBA (TREECE INVESTMENTS PORTFOLIO MANAGEMENT AND BUSINESS CONSULTING) FOR MARKETING BROKERAGE AND ADVISORY SERVICES OFFERED THROUGH SAN BLAS SECURITIES AND SB ADVISORY, COMPENSATED VIA REVENUE GENERATED FROM BROKERAGE AND ADVISORY SERVICES, 40+ HOURS/WEEK 7) THE GOFOLIO, not investment related, business is not an LLC presently with an address or defined ownership, software solution for statistical analysis, consultant, no affiliation with other business, start date 1/24/2024, 10 hours/mo and less than 1 hour per week during trading hours, work with software developer to make introductions to institutional entities that may have an interest in the product.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-27

Other Names

• Ben Cory Treece
• Benjamin Cory Treece
• Benjamin C Treece