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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
355 Pacific Street, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Paso Robles | CA | 04/1997 | Present |
| Farmers Financial Solutions, Llc | Simi Valley | CA | 09/2000 | Present |
10/2004 TREVOR MORIARTY INSURANCE AGENCY, INC., 1228 BROAD ST., SAN LUIS OBISPO, CA; INCORPORATED INSURANCE AGENCY. TREVOR MORIARTY POSITION: Owner NATURE: I own four homes that are rented to long term tenants as rental properties. Was not aware that rental property needs to be disclosed but it came up during my OSJ inspection so I am disclosing it now. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: PO Box 1647, Morro Bay CA 93443, United States DESCRIPTION: Pay mortgage, collect rent. TREVOR MORIARTY INSURANCE AGENCY, INC POSITION: Agency Owner NATURE: Broker insurance business outside of Farmers that includes FAIR Plan, Amwins, and JE Brown company appointments for brokered insurance policies. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2024 ADDRESS: San Luis Obispo CA 93401, United States DESCRIPTION: Broker insurance policies that are declined by Farmers insurance for home, auto and commercial insurance TREVOR MORIARTY INSURANCE AGENCY, INC. POSITION: Registered Representative NATURE: Farmers Agent. Moving to a new office location at 355 Pacific St. Also appointed now as a corporation and setup a new agency website. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: San Luis Obispo CA 93401, United States DESCRIPTION: Farmers Agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-02 |
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