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TREY WILLIAM TALLEY
TREY TALLEY
CRD#: 6824462
IA
Investment Adviser
B
Broker
FLUENT FINANCIAL, LLCCRD#: 170041 14800 LANDMARK BLVD.
SUITE 848
DALLAS, TX 75254
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 14800 LANDMARK BLVD
SUITE 848
DALLAS, TX 75254
Registration History
20172018201920202021202220232024202520262 FIRMS2018 - 2019 (<1 year)2 FIRMS2019 - 2020 (1 year)2 FIRMS2020 - Present (4 years)BTD AMERITRADE, INC. (CRD# 7870)2017 - 2018 (<1 year)
License(s)

State Registrations

IA
Texas 9/14/2020

B
Texas 9/21/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FLUENT FINANCIAL, LLC (CRD#:170041)
14800 LANDMARK BLVD. SUITE 848, DALLAS, TX 75254
Registered with this firm since 9/14/2020

B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
14800 LANDMARK BLVD SUITE 848, DALLAS, TX 75254
Registered with this firm since 9/21/2020

Previous Registration(s)
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IA
01/09/2019 - 04/10/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Westlake, TX
B
01/09/2019 - 04/10/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Westlake, TX
IA
09/26/2018 - 01/08/2019 J.P. MORGAN SECURITIES LLC (CRD#:79) Plano, TX
B
09/12/2018 - 01/08/2019 J.P. MORGAN SECURITIES LLC (CRD#:79) Plano, TX
B
08/10/2017 - 07/20/2018 TD AMERITRADE, INC. (CRD#:7870) Southlake, TX
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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.