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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trc Advisory | Remote | FL | 09/2023 | Present |
| Trigsted Wealth Advisory Llc | Tampa | FL | 04/2026 | Present |
| Keyrus | Remote | FL | 04/2022 | 08/2023 |
| University Of North Carolina, Chapel Hill | Chapel Hill | NC | 08/2020 | 05/2022 |
| University Of California, Los Angeles (Ucla) | Los Angeles | CA | 09/2017 | 12/2019 |
| Lewiston High School | Lewiston | ID | 08/2013 | 09/2017 |
| University Of North Carolina, Chapel Hill | Chapel Hill | NC | 01/2020 | 07/2020 |
Name of business: TRC Advisory Investment-related? No Address: 103 E. Ogden Ave., Clarendon Hills, Illinois, 60514; although my position is remote, and I work from home Nature of business: Management consulting firm providing strategy and operational advisory services Position/title: Senior Associate Relationship: Employee Start date: 09/2023 Hours/month: ~160 Hours during trading hours: ~130 Duties: Provide consulting services including financial analysis, strategy development, and operational improvement initiatives for corporate clients. This role is not investment-related and does not involve securities recommendations or financial advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-21 |
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