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Trevor Randal Shields

LPl Financial LLC

Grand Rapids, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • MI RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

4500 Cascade Rd Se Ste 204B, Grand Rapids, MI 49546 • 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
Waddell & Reed Inc Grand Rapids MI 07/2015 Present
Various Insurance Carriers For W & R Insurance Agencies Grand Rapids MI 10/2015 Present
Filling The Gap Grand Rapids MI 01/2017 07/2017
Trevor Shields Grand Rapids MI 10/2016 Present
Casual Friday Networking Group Detroit MI 02/2017 Present
Lpl Financial Llc Grand Rapids MI 07/2021 Present
  • 07/2015 → Present
    Waddell & Reed Inc
    Grand Rapids, MI
  • 10/2015 → Present
    Various Insurance Carriers For W & R Insurance Agencies
    Grand Rapids, MI
  • 01/2017 → 07/2017
    Filling The Gap
    Grand Rapids, MI
  • 10/2016 → Present
    Trevor Shields
    Grand Rapids, MI
  • 02/2017 → Present
    Casual Friday Networking Group
    Detroit, MI
  • 07/2021 → Present
    Grand Rapids, MI
Previous Registrations
  • 2015-09-09 → 2021-07-21
    Waddell & Reed
    Grand Rapids, MI
    Grand Rapids, MI
    Hamden, CT
Other Businesses

1. 2/13/2023 - Trevor Shields Consulting, L.L.C. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/10/2023 - 160 Hours Per Month/160 Hours During Securities Trading 2. 05/16/2023 - No Business Name - Investment Related - Grand Rapids, MI - Real Estate Rental - Start Date 03/27/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading 3. 02/05/2024 - Friendship Miles - Non-Profit Board Member - Not Investment Related - Home Based - Start Date 01/02/2024 - 5 Hours Per Month/ 0 Hours During Trading 4. 07/02/2024 - lululemon - Other - Independent Contractor - Ambassador - Not Investment Related - 1830 Breton Rd SE Suite 1880, Grand Rapids, MI 49506 - Start Date 06/01/2024 - 4 Hours Per Month/ 1 Hour During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-08
  • S66 Uniform Combined State Law Examination
    2015-09-08
Designations
Other Names
  • Trevor Shields

View on SEC IAPD

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