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Trendscast Financial LLC CRD 166470
$25.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1056 Route 519, Eighty Four, PA 15330 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
| TN | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2020-11-16 |
Branch Locations
1056 Route 519, Eighty Four, PA 15330 • United States
Georgetown, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsview Asset Management, Llc | Chicago | IL | 04/2016 | 02/2017 |
| D'ARcy Wealth Management, Inc | Corona | CA | 09/2019 | 10/2019 |
| Forward Financial | Folsom | CA | 04/2018 | 06/2019 |
| Forward Financial | Georgetown | CA | 04/2016 | Present |
| Trendscast Financial Llc | Eighty Four | PA | 09/2020 | Present |
FORWARD FINANCIAL; INVESTMENT RELATED; OWNER AND INSURANCE AGENT; START 04/2016; GEORGETOWN, CA; 80 HOURS PER MONTH; 60 HOURS DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-12 |
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