Trevor Neal Knudtson

Current Employers

Employment History

• 05/2014 → 08/2019
  Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management
  Salt Lake City, UT
• 06/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  South Ogden, UT
• 06/2020 → Present
  Raymond James Financial Services, Inc.
  South Ogden, UT
• 11/2019 → 06/2020
  Morgan Stanley
  South Jordan, UT
• 10/2019 → 10/2019
  Amazon
  Salkt Lake City, UT
• 10/2019 → 10/2019
  Fed-Ex
  North Salt Lake, UT

Previous Registrations

• 2019-04-01 → 2019-08-30
  Lefavi Wealth Management
  Salt Lake City, UT

Other Businesses

1) Name of Business: M2 Wealth Advisors Address: 952 Chambers Street, Suite #3, South Ogden, UT, 84403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA used by our team in marketing our services. (2) Name of Business: McGarry Retirement Solutions, LLC Address: 952 Chambers Street, Suite #3, South Ogden, UT, 84403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the company from which I am paid income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-21
• S63 Uniform Securities Agent State Law Examination
  2013-01-11