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238 River Park N Dr., Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trego Trails, Llc Dba Expedia Cruises | Woodstock | GA | 10/2015 | 11/2021 |
| Goodwin Investment Advisory | Woodstock | GA | 11/2021 | Present |
| Reid Trego Bda Reid Trego Coaching | Woodstock | GA | 01/2016 | Present |
| United Franchise Group | Woodstock | GA | 06/2023 | Present |
Identity Wood Products Not investment-related, since 2024, one hour per month, silent owner. 5% ownership. Christy Trego also owns 5%. United Franchise Group Not investment-related, coaches existing franchisees, since 2023, 40 hours a week, during market hours. Reid Trego Coaching Not investment-related, provides consulting services to potential business franchisers and franchisees, since 2016, 2 hours per month during market hours. Partner, Trego Brothers, LLC Not investment-related, owns and manages farmland in Illinois, since 2020, 6 hours/month of work most of which are during market trading hours. Vice President, Frantz-Stewart, Inc. Director, Trego Farms, Inc. Owns and manages farmland in Illinois since 1995. For both of these entities, I am a silent partner and have no formal responsibilities on an ongoing basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-20 |
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