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Triex Financial Services, Inc. CRD 158822
$1.64M regulatory AUM 26 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10470 W. 163Rd Place, Orland Park, IL 60467 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triex Financial Services, Inc. | Orland Park | IL | 09/2011 | Present |
PRESIDENT AND CEO OF CORD VANDERPOOL PRIVATE FOUNDATION.DEVOTE 25 HRS/MO.COMPENSATION $25,000 PER YEAR. NOT INVESTMENT RELATED, ESTABLISHED CONNECTION 01/06.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-13 |
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