# Trey Novara

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2022-04-11 | present | Yes |
| [CONCOURSE FINANCIAL GROUP SECURITIES, INC.](https://search.stillhousedata.com/firm/15708) | 2019-10-28 | 2022-04-18 | — |
| [LIVE OAK PARTNERS](https://search.stillhousedata.com/firm/289169) | 2017-11-03 | 2018-12-31 | — |
| [JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/155392) | 2015-12-28 | 2016-02-18 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2014-07-14 | 2015-07-24 | — |
| [LANARK FINANCIAL, INC.](https://search.stillhousedata.com/firm/17870) | 2013-09-23 | 2014-07-02 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2010-05-25 | 2013-09-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5780285)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5780285.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.