Trevor William Davis

Current Employers

Employment History

• 06/2021 → 09/2021
  Synergy Wealth Solutions
  Chesterfield, MO
• 08/2019 → 06/2021
  Monmouth College
  Monmouth, IL
• 08/2017 → 08/2019
  Southwestern Illinois College
  Belleville, IL
• 08/2013 → 08/2017
  Gibault Catholic High School
  Waterloo, IL
• 09/2021 → Present
  Lpl Financial Llc
  Columbia, IL
• 08/2019 → 12/2019
  Monmouth College
  Monmouth, IL
• 05/2017 → 06/2021
  Ron's Construction
  Sparta, IL
• 02/2022 → Present
  Cornerstone Wealth Management, Llc
  Columbia, IL

Other Businesses

1)11/05/2021 - Non-Variable Insurance - Agent - Inv Rel - At Reported Business Location(s) - Start: 05/2021 - 5 Hr/Mth 2) 11/5/2021 - Triada Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3) 03/01/2022 - (Hybrid) Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 08/2015 - 20 Hours Per Month/20 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management LLC, an independent investment advisor firm. I started this business activity in 08/2015. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 03/01/2022 - ((Hybrid) Triada Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 08/2015 - 20 Hours Per Month/20 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Triada Advisors, an independent investment advisor firm. I started this business activity in 08/2015. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 6) 02/04/2025 - Gibault Catholic High School - Not Investment Related - Other - Coaching - Waterloo, IL - Start Date:01/01/2025 - 36 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-19

Other Names

• Trevor Davis