Trevor Charles Batt

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-04-15

Branch Locations

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

Organization	City	State	From	To
Macro Solutions, Inc.	Washington	DC	04/2014	04/2018
Trevor Batt, Llc	Chesterfield	VA	01/2016	07/2018
Alphastar Capital Management, Llc	Cornelius	NC	07/2018	09/2019
Ritholtz Wealth Management	New York	NY	04/2025	Present
Cardinal Financial Planning, Llc	Chesterfield	VA	09/2019	04/2025
Defense Information Systems Agency	Arlington	VA	03/2024	03/2025
Creative It, Llc	Oklahoma City	OK	09/2018	03/2024
Indigenous Technologies, Llc	Oklahoma City	OK	09/2018	03/2024
Integrated Finance & Accounting Solutions, Llc	Woodbridge	VA	04/2018	09/2018

04/2014 → 04/2018

Macro Solutions, Inc.

Washington, DC
01/2016 → 07/2018

Trevor Batt, Llc

Chesterfield, VA
07/2018 → 09/2019

Alphastar Capital Management, Llc

Cornelius, NC
04/2025 → Present

Ritholtz Wealth Management

New York, NY
09/2019 → 04/2025

Cardinal Financial Planning, Llc

Chesterfield, VA
03/2024 → 03/2025

Defense Information Systems Agency

Arlington, VA
09/2018 → 03/2024

Creative It, Llc

Oklahoma City, OK
09/2018 → 03/2024

Indigenous Technologies, Llc

Oklahoma City, OK
04/2018 → 09/2018

Integrated Finance & Accounting Solutions, Llc

Woodbridge, VA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-09-17