Best Investors Account Sign in
Current Employers
Trinity Financial Services, Inc.

43252 Woodward Ave. Ste.205, Bloomfield Hills, MI 48302 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-28
TX RA APPROVED 2025-06-11
MI RA APPROVED 2019-06-21
  • FL RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-06-11
  • MI RA
    APPROVED
    Since 2019-06-21

Branch Locations

Dallas, TX • United States

43252 Woodward Ave. Ste.205, Bloomfield Hills, MI 48302 • 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
Mass Mutual Life Insurance Company Austin TX 07/2017 05/2019
Mml Investors Services, Llc Austin TX 08/2018 06/2019
Mutual Securities, Inc Camarillo CA 06/2019 Present
Trinity Financial Services, Inc. Bloomfield Hills MI 06/2019 Present
Full Time Student College Station TX 06/2009 05/2017
Mml Investors Services, Llc Austin TX 10/2018 06/2019
Christian Guella, Sole Proprietor Bloomfield Hills MI 06/2019 Present
Applied Benefit Strategies, Inc. Bloomfield Hills MI 06/2019 Present
Mclaren Northern Michigan Petoskey MI 09/2024 04/2025
Ou Health Oklahoma City OK 04/2025 09/2025
Baylor University Medical Center Dallas TX 09/2025 Present
  • 07/2017 → 05/2019
    Mass Mutual Life Insurance Company
    Austin, TX
  • 08/2018 → 06/2019
    Austin, TX
  • 06/2019 → Present
    Mutual Securities, Inc
    Camarillo, CA
  • 06/2019 → Present
    Bloomfield Hills, MI
  • 06/2009 → 05/2017
    Full Time Student
    College Station, TX
  • 10/2018 → 06/2019
    Austin, TX
  • 06/2019 → Present
    Christian Guella, Sole Proprietor
    Bloomfield Hills, MI
  • 06/2019 → Present
    Applied Benefit Strategies, Inc.
    Bloomfield Hills, MI
  • 09/2024 → 04/2025
    Mclaren Northern Michigan
    Petoskey, MI
  • 04/2025 → 09/2025
    Ou Health
    Oklahoma City, OK
  • 09/2025 → Present
    Baylor University Medical Center
    Dallas, TX
Previous Registrations
Other Businesses

(1.) Trinity Financial Services, Inc., Start Date: 06/17/2019, 43252 Woodward Ave, Ste. 205, Bloomfield Hills, MI 48302, Corporation, RIA, Vice-President, Financial planning, wealth management and client service, Investment Related, 120 hours per month, 6 hours per day during trading hours. (2.) Independent Insurance Agent, Start Date: 06/17/2019, 43252 Woodward Ave, Ste. 205, Bloomfield Hills, MI 48302, Sole Proprietorship, Insurance, Agent, Selling Insurance Products (ex: life, disability, LTC) as an Independent Insurance Agent, Investment Related, 1 hour per month, less than 1 hour per day during trading hours. (3.) Applied Benefit Strategies, Inc., Start Date: 06/17/2019, 43252 Woodward Ave, Ste. 205, Bloomfield Hills, MI 48302, Corporation, Insurance, Vice-President, Selling Insurance Products (Life, disability, LTC) as an Independent Insurance Agent, Investment Related, 5 hours per month, less than 1 hour per day during trading hours. (4.) MUTUAL SECURITIES, INC; LICENSED ADMINISTRATIVE ASSISTANT & REGISTERED REPRESENTATIVE; INVESTMENT RELATED; CAMARILLO, CA; 06/2019; 32 HOURS A MONTH; 32 HOURS DURING SECURITIES TRADING (5.) ICU Nurse, Start Date: 09/15/2025, 3500 Gaston Ave., Dallas, TX 75246, Non-profit hospital, Baylor University Medical Center, ICU Nurse, Direct patient care in a cardiovascular ICU, Not Investment Related, 144 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-27
  • S66 Uniform Combined State Law Examination
    2018-09-27
Designations
Other Names
  • Christian Jeffrey Guella
  • Christian Guella

View on SEC IAPD

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor