Trey Novara

Current Employers

Employment History

• 10/2019 → 04/2022
  Concourse Financial (Fka Proequities Inc.)
  Birmingham, AL
• 01/2016 → Present
  Live Oak Partners Llc
  Birmingham, AL
• 10/2019 → Present
  (Dba) Independence Financial Group
  Birmingham, AL
• 01/2019 → 10/2019
  Proequities Inc
  Birmingham, AL
• 04/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2019-10-28 → 2022-04-18
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
• 2017-11-03 → 2018-12-31
  Live Oak Partners
  Birmingham, AL
• 2015-12-28 → 2016-02-18
  Jeffrey Matthews Wealth Management, Llc
  Birmingham, AL
• 2014-07-14 → 2015-07-24
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Mountain Brook, AL
• 2013-09-23 → 2014-07-02
  Lanark Financial, Inc.
  Birmingham, AL
  Birmingham, AL
• 2010-05-25 → 2013-09-25
  Equitable Advisors, Llc
  Pensacola, FL
  Trussville, AL
  Pensacola, FL
  Trussville, AL

Other Businesses

1) DBA INDEPENDENCE FINANCIAL GROUP, 1 Metroplex Drive, Ste 120, Vestavia AL 35216, United States, 01/21/2022, Owner, Using a Trade Name/dba, INV REL, 160 HR/MO - 130HR/MO TRADING 2) LIVE OAK PARTNERS, LLC, 1 Metroplex Drive, Ste 120, Birmingham AL 35209, United States, 01/21/2022, Owner, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) ARLINGTON BEARD ROAD HOLDINGS, LLC, 2 North 20th St, Ste 700, Birmingham AL 35203, United States, 08/15/2024, Owner, Real Estate, NIR 0 HR/MO 0 HR/MO Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-14
• S66 Uniform Combined State Law Examination
  2010-05-20

Designations

Other Names

• Trey Allen Novara
• Trey Novara