Joshua W Styler-tracy

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-21
TX	RA	APPROVED	2025-07-18

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Trinity Wealth Securties, Llc	Philadelphia	PA	05/2024	08/2024
Buckalew's Restaurant And Tavern	Beach Haven	NJ	05/2023	12/2024
Surf City Beach Patrol	Surf City	NJ	06/2019	08/2023
Surf City Hotel	Surf City	NJ	04/2016	09/2016
Greenhouse Cafe	Ship Bottom	NJ	11/2016	05/2017
Farias Surf & Sport	Surf City	NJ	06/2018	01/2019
Southern Regional High School	Manahawkin	NJ	09/2016	06/2020
Ocean County College	Toms River	NJ	05/2021	05/2022
The University Of Tampa	Tampa	FL	08/2022	05/2024
Florida Financial Advisors Dba Tristate Financial Advisors	Philadelphia	PA	06/2024	08/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tampa	FL	02/2025	07/2025
Target Corporation	Manahawkin	NJ	11/2017	12/2017
Td Bank	Little Egg Harbor Township	NJ	11/2024	01/2025
Morgan Stanley	Tampa	FL	07/2025	Present

05/2024 → 08/2024

Trinity Wealth Securties, Llc

Philadelphia, PA
05/2023 → 12/2024

Buckalew's Restaurant And Tavern

Beach Haven, NJ
06/2019 → 08/2023

Surf City Beach Patrol

Surf City, NJ
04/2016 → 09/2016

Surf City Hotel

Surf City, NJ
11/2016 → 05/2017

Greenhouse Cafe

Ship Bottom, NJ
06/2018 → 01/2019

Farias Surf & Sport

Surf City, NJ
09/2016 → 06/2020

Southern Regional High School

Manahawkin, NJ
05/2021 → 05/2022

Ocean County College

Toms River, NJ
08/2022 → 05/2024

The University Of Tampa

Tampa, FL
06/2024 → 08/2024

Florida Financial Advisors Dba Tristate Financial Advisors

Philadelphia, PA
02/2025 → 07/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tampa, FL
11/2017 → 12/2017

Target Corporation

Manahawkin, NJ
11/2024 → 01/2025

Td Bank

Little Egg Harbor Township, NJ
07/2025 → Present

Morgan Stanley

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-02