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ANGELA MARIE TREFF
ANGIE TATE
CRD#: 3170457
IA
Investment Adviser
B
Broker
KESTRA ADVISORY SERVICES, LLCCRD#: 283330 101 E CHESAPEAKE AVE, SUITE 404
TOWSON, MD 21286
KESTRA INVESTMENT SERVICES, LLCCRD#: 42046 819 RITCHIE HWY
SUITE 1015
SEVERNA PARK, MD 21146
Registration History
2000200220042006200820102012201420162018202020222024IAKESTRA ADVISORY SERVICES, LLC (CRD# 283330)2016 - Present (8 years)BKESTRA INVESTMENT SERVICES, LLC (CRD# 42046)2009 - Present (15 years)BMEDALLION INVESTMENT SERVICES,... (CRD# 45314)1999 - 2009 (10 years)IANFP ADVISOR SERVICES, LLC (CRD# 42046)2009 - 2016 (6 years)IAMEDALLION ADVISORY SERVICES, LLC (CRD# 113788)2001 - 2009 (8 years)
License(s)

State Registrations

B
Arizona 1/5/2010

B
Massachusetts 1/5/2015

B
California 11/5/2019

B
Nevada 8/19/2021

B
Connecticut 10/18/2023

B
New Jersey 1/5/2010

B
Delaware 1/5/2010

B
New York 1/5/2015

B
District of Columbia 11/15/2019

B
Pennsylvania 1/5/2010

B
Florida 1/5/2010

B
South Carolina 1/5/2010

B
Hawaii 1/7/2019

B
Texas 1/5/2010

B
Louisiana 2/28/2024

B
Vermont 5/30/2019

B
Maryland 12/9/2009

B
Virginia 1/5/2010

IA
Maryland 4/20/2016

B
Washington 1/6/2011

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
KESTRA ADVISORY SERVICES, LLC (CRD#:283330)
101 E CHESAPEAKE AVE, SUITE 404, TOWSON, MD 21286
819 RITCHIE HWY SUITE 1015, SEVERNA PARK, MD 21146
Registered with this firm since 4/20/2016

B
KESTRA INVESTMENT SERVICES, LLC (CRD#:42046)
819 RITCHIE HWY SUITE 1015, SEVERNA PARK, MD 21146
101 E CHESAPEAKE AVE SUITE 404, TOWSON, MD 21286
Registered with this firm since 12/9/2009

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/09/2009 - 09/22/2016 NFP ADVISOR SERVICES, LLC (CRD#:42046) SEVERNA PARK, MD
IA
07/09/2001 - 12/31/2009 MEDALLION ADVISORY SERVICES, LLC (CRD#:113788) SEVERNA PARK, MD
B
01/26/1999 - 12/31/2009 MEDALLION INVESTMENT SERVICES, INC. (CRD#:45314) SEVERNA PARK, MD
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.