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Dionicio H Trevino

United Advisor Group

Cincinnati, OH

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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-01
  • OH RA
    APPROVED
    Since 2024-07-01

Branch Locations

Cincinnati, OH • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Baker Trevino Insurance Mishawaka IN 06/2006 Present
Next Financial Group Mishawaka IN 06/2014 07/2024
United Advisor Group Cincinnati OH 07/2024 Present
  • 06/2006 → Present
    Baker Trevino Insurance
    Mishawaka, IN
  • 06/2014 → 07/2024
    Next Financial Group
    Mishawaka, IN
  • 07/2024 → Present
    Cincinnati, OH
Previous Registrations
  • 2017-02-27 → 2024-07-05
    Next Financial Group, Inc.
    Elkhart, IN
    Cincinnati, OH
    Mishawska, IN
Other Businesses

1) TREVINO INSURANCE GROUP INC POSITION: Agent NATURE: Insurance-Fixed Annuities, Life and Health, LTC, and Property & Casualty. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2006 ADDRESS: 1602 N. Main St., Mishawaka IN 46545 DESCRIPTION: Commercial lines agent 2) TREVINO INSURANCE GROUP INC POSITION: Investment Adviser Representative NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/10/2014 ADDRESS: 908 Baccarat Dr., Cincinnati OH 45245, United States DESCRIPTION: Offer securities and investment advisory services. 3) TREVINO FINANCIAL GROUP LLC POSITION: Owner NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/09/2018 ADDRESS: 908 Baccarat Dr., CINCINNATI OH 45245, United States DESCRIPTION: Offering securities and investment advisory services 4) DIONICIO H. TREVINO POSITION: Other: Associate NATURE: Other Activity: Prepaid legal and Identity theft products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/07/2019 ADDRESS: 908 Baccarat Dr., Cincinnati OH 45245, United States DESCRIPTION: Selling prepaid legal and identity theft products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-21
S63 Uniform Securities Agent State Law Examination 2007-10-08
  • S65 Uniform Investment Adviser Law Examination
    2017-04-21
  • S63 Uniform Securities Agent State Law Examination
    2007-10-08

View on SEC IAPD

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