Trey Novara is an investment adviser representative (IAR) with state registration records since 2010, appearing at 7 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2022-04-11 | present | Yes |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2019-10-28 | 2022-04-18 | — |
| LIVE OAK PARTNERS | 2017-11-03 | 2018-12-31 | — |
| JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC | 2015-12-28 | 2016-02-18 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-07-14 | 2015-07-24 | — |
| LANARK FINANCIAL, INC. | 2013-09-23 | 2014-07-02 | — |
| EQUITABLE ADVISORS, LLC | 2010-05-25 | 2013-09-25 | — |