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Trillium Square Advisors LLC CRD 296487
$51.8M regulatory AUM 18 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Rolesville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
| NC | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Houston | TX | 12/2023 | Present |
| Verizon Communications | Irving | TX | 10/1999 | 02/2020 |
| Not Employed And Enrolled In Graduate Classes | Carrollton | TX | 02/2020 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
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