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Andrew James Straub

Trilogy Wealth Management, LLC

Bay City, TX

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Current Employers
Trilogy Wealth Management, Llc

2041 Avenue F, Bay City, TX 77414 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-18
  • TX RA
    APPROVED
    Since 2023-07-18

Branch Locations

2041 Avenue F, Bay City, TX 77414 • 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
Grace School Houston TX 08/2015 06/2022
United Planners Financial Services Scottsdale AZ 06/2022 04/2023
Trilogy Wealth Management, Llc Bay City TX 07/2023 Present
  • 08/2015 → 06/2022
    Grace School
    Houston, TX
  • 06/2022 → 04/2023
    United Planners Financial Services
    Scottsdale, AZ
  • 07/2023 → Present
    Trilogy Wealth Management, Llc
    Bay City, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-19
  • S66 Uniform Combined State Law Examination
    2022-09-19

View on SEC IAPD

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