Trevor Maxwell Mann

111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-05-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Principal Securities Inc	Tampa	FL	12/2020	01/2022
Principal Life Insurance Company	Tampa	FL	12/2020	01/2022
360 Wealth & Benefits	Tampa	FL	01/2020	12/2020
Cs&L Cpa's	Tampa	FL	01/2019	10/2019
Waters Edge	Westbrook	CT	05/2016	09/2018
Student	Tampa	FL	04/2013	12/2019
360 Wealth & Benefits	Tampa	FL	01/2021	01/2022
Morgan Stanley	Temple Terrace	FL	02/2022	04/2023
Morgan Stanley	Temple Terrace	FL	05/2022	04/2023
Walser Wealth Management Company, A Limited Liability Company (C	Tampa	FL	05/2023	Present

12/2020 → 01/2022

Principal Securities Inc

Tampa, FL
12/2020 → 01/2022

Principal Life Insurance Company

Tampa, FL
01/2020 → 12/2020

360 Wealth & Benefits

Tampa, FL
01/2019 → 10/2019

Cs&L Cpa's

Tampa, FL
05/2016 → 09/2018

Waters Edge

Westbrook, CT
04/2013 → 12/2019

Student

Tampa, FL
01/2021 → 01/2022

360 Wealth & Benefits

Tampa, FL
02/2022 → 04/2023

Morgan Stanley

Temple Terrace, FL
05/2022 → 04/2023

Morgan Stanley

Temple Terrace, FL
05/2023 → Present

Walser Wealth Management Company, A Limited Liability Company (C

Tampa, FL

INSURANCE LICENSED; INVESTMENT RELATED; TAMPA, FL; INSURANCE SALES (LIFE & ANNUITY); START: 08/2020; 40 HRS/WK ALL DURING TRADING

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-17

Other Firms