# BENJAMIN CORY TREECE

BENJAMIN CORY TREECE is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with UNITY FINANCIAL PLANNING GROUP LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITY FINANCIAL PLANNING GROUP LLC](https://search.stillhousedata.com/firm/333889) | 2025-11-25 | present | Yes |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2021-04-14 | 2025-12-02 | — |
| [TREECE INVESTMENT ADVISORY CORP](https://search.stillhousedata.com/firm/110449) | 2010-09-03 | 2021-05-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5687784)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5687784.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.