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Trevor Gailun

Thrive Investments, LLC

Wellesley, MA

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Current Employers
Thrive Investments, Llc

Wellesley, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-11-23
  • MA RA
    APPROVED
    Since 2022-11-23

Branch Locations

Wellesley, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellesley Investment Partners Wellesley MA 09/2014 06/2017
Wellesley Investment Partners Wellesley MA 06/2017 06/2018
Wellesley Investment Partners Wellesley MA 07/2018 02/2020
Unemployed Wellesley MA 02/2020 04/2022
Thrive Investments Wellesley MA 05/2022 Present
  • 09/2014 → 06/2017
    Wellesley Investment Partners
    Wellesley, MA
  • 06/2017 → 06/2018
    Wellesley Investment Partners
    Wellesley, MA
  • 07/2018 → 02/2020
    Wellesley Investment Partners
    Wellesley, MA
  • 02/2020 → 04/2022
    Unemployed
    Wellesley, MA
  • 05/2022 → Present
    Thrive Investments
    Wellesley, MA
Previous Registrations
  • 2015-03-04 → 2018-07-05
    Wellesley Investment Partners, Llc
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-04
S66 Uniform Combined State Law Examination 2009-12-29
S63 Uniform Securities Agent State Law Examination 1999-08-10
  • S65 Uniform Investment Adviser Law Examination
    2015-03-04
  • S66 Uniform Combined State Law Examination
    2009-12-29
  • S63 Uniform Securities Agent State Law Examination
    1999-08-10
Designations
Other Names
  • Trevor S Gailun
  • Trevor Scott Gailun

View on SEC IAPD

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