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Trevor Michael Conlon

Farther

West Chester, PA

San Francisco, CA

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-22
  • PA RA
    APPROVED
    Since 2025-05-22

Branch Locations

West Chester, PA • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
Wsfs Investments Wilmington DE 02/2001 05/2025
Commonwealth Financial Network Waltham MA 06/2015 05/2025
Farther West Chester PA 05/2025 Present
Previous Registrations
  • 2015-01-05 → 2025-05-22
    Wilmington, DE
    Wilmington, DE
    West Chester, PA
  • 2002-06-17 → 2015-01-06
    Invest Financial Corporation
    Newark, DE
    Wilmington, DE
    Wilmington, DE
    Bear, DE
    Newark, DE
Other Businesses

1. FIXED INSURANCE SALES; CONDUCTED AT BRANCH; INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-12
S63 Uniform Securities Agent State Law Examination 2000-01-06
  • S65 Uniform Investment Adviser Law Examination
    2002-03-12
  • S63 Uniform Securities Agent State Law Examination
    2000-01-06

View on SEC IAPD

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