Inactive

Daniel Mark Laimon

Trivant Custom Portfolio Group LLC

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Current Employers

Trivant Custom Portfolio Group Llc

600 W Broadway Suite 225, San Diego, CA 92101 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-16
CA	RA	APPROVED	2004-03-02

TX RA
APPROVED_RES

Since 2020-04-16
CA RA
APPROVED

Since 2004-03-02

Branch Locations

600 W Broadway Suite 225, San Diego, CA 92101 • 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

Organization	City	State	From	To
Trivant Custom Portfolio Group, Llc	Cardiff By The Sea	CA	11/2003	Present

11/2003 → Present

Trivant Custom Portfolio Group, Llc

Cardiff By The Sea, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-01

S65 Uniform Investment Adviser Law Examination

2004-03-01

View on SEC IAPD

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