← Tributary

GLOBAL TRUST

PALM BEACH GARDENS, FL · CRD 143120 · IAPD ↗ · gbltrust.com · 561-472-0191

$450.2MRegulatory AUM
7Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — GLOBAL TRUST added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2026 — GLOBAL TRUST grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
May 2025 — GLOBAL TRUST added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
February 2025 — GLOBAL TRUST moved its main office from WEST PALM BEACH, FL to PALM BEACH GARDENS, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2025 — GLOBAL TRUST shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.