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Trevor Harrison Dean

Canopy Capital Group

Woburn, MA

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Current Employers
Canopy Capital Group

237 Lexington Street Suite 207, Woburn, MA 01801 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-15
  • MA RA
    APPROVED
    Since 2024-10-15

Branch Locations

237 Lexington Street Suite 207, Woburn, MA 01801 • 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
Race Rock Capital Llc Boston MA 03/2017 06/2017
Windham Capital Management Boston MA 01/2014 01/2017
Columbia Management Investment Distributors Inc Boston MA 02/2018 02/2021
Horizon Inestments Charlotte NC 07/2017 01/2018
Unemployed Boston MA 03/2021 11/2021
Ndvr Boston MA 11/2021 07/2022
On Trajectory Charlotte NC 07/2022 05/2024
Canopy Capital Group Winchester MA 05/2024 Present
  • 03/2017 → 06/2017
    Race Rock Capital Llc
    Boston, MA
  • 01/2014 → 01/2017
    Windham Capital Management
    Boston, MA
  • 02/2018 → 02/2021
    Columbia Management Investment Distributors Inc
    Boston, MA
  • 07/2017 → 01/2018
    Horizon Inestments
    Charlotte, NC
  • 03/2021 → 11/2021
    Unemployed
    Boston, MA
  • 11/2021 → 07/2022
    Ndvr
    Boston, MA
  • 07/2022 → 05/2024
    On Trajectory
    Charlotte, NC
  • 05/2024 → Present
    Canopy Capital Group
    Winchester, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-27
S63 Uniform Securities Agent State Law Examination 2018-04-24
S66 Uniform Combined State Law Examination 2002-01-03
  • S65 Uniform Investment Adviser Law Examination
    2024-08-27
  • S63 Uniform Securities Agent State Law Examination
    2018-04-24
  • S66 Uniform Combined State Law Examination
    2002-01-03

View on SEC IAPD

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SHERYL HEIDI WEIN
ANDREW JAMES HOLT
DONNA MARIE DENONCOURT
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Other Offices

SINGLE TRACK FINANCIAL, INC. · WOBURN, MA
LPL FINANCIAL LLC · WOBURN, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WOBURN, MA
STONEX ADVISORS INC. · Woburn, MA
J.P. MORGAN SECURITIES LLC · Woburn, MA
BORA CAPITAL, LLC · WOBURN, MA
93 FINANCIAL GROUP, LLC · WOBURN, MA
SAVANT WEALTH MANAGEMENT · Woburn, MA

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