Trevon Carson Kanavy

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  Self-Employed
  Chester Springs, PA
• 03/2009 → Present
  Brokers International Financial Services
  Plymouth Meeting, PA

Previous Registrations

• 2006-06-30 → 2008-12-31
  Mutual Of Omaha Investor Services, Inc.
  Blue Bell, PA
  Plymouth Meeting, PA
  Plymouth Meeting, PA

Other Businesses

1) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 1969 JOHNSON RD, PLYMOUTH MEETING, PA 19462; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 01/01/2007; 160 HOUR PER MONTH; 160 HOURS DURING SECURITY HOURS; SALES OF FIXED INSURANCE PRODUCTS 2) TL CAPITAL, INC.; NOT INSURANCE RELATED; 1969 JOHNSON RD, PLYMOUTH MEETING, PA 19462; S CORP; OWNER; 01/01/2010; 100 HOURS PER MONTH; 100 HOURS DURING SECURITY HOURS; S CORP FOR TAX PURPOSES

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-20
• S63 Uniform Securities Agent State Law Examination
  2001-10-01