Trevor John Cobb

Employer firm

Avantia Investment Services, LLC CRD 307869

$119M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 02/2020
  Goldman Sachs
  Seattle, WA
• 05/2020 → Present
  Omdurman, Llc, D/B/A Avantia
  Seattle, WA

Previous Registrations

• 2013-09-10 → 2015-10-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA

Other Businesses

Member of the Finance Committee for Americas Automotive Trust, a non-profit organization. Organization is not primarily engaged in investment-related activity. Organization is located at 2702 East D Street Tacoma, WA 98421. Start date was July 2, 2018. Twenty hours per year. Duties include oversight of financial matters.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-06
• S63 Uniform Securities Agent State Law Examination
  2009-11-30

Other Names

• Trevor Cobb
• Trevor John Cobb
• Trevor John Cobb
• Trevor John Cobb