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Trevor A Johnson

Dream Weaver Financial Planning LLC

Richmond, IL

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Current Employers
Dream Weaver Financial Planning Llc

Richmond, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-09
  • IL RA
    APPROVED
    Since 2024-09-09

Branch Locations

Richmond, IL • 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
Discover Financial Services Riverwoods IL 01/2013 06/2018
I Am! I Can! Johnsburg IL 07/2018 09/2023
Stay At Home Parent Richmond IL 10/2023 05/2024
Dream Weaver Financial Planning Richmond IL 06/2024 Present
  • 01/2013 → 06/2018
    Discover Financial Services
    Riverwoods, IL
  • 07/2018 → 09/2023
    I Am! I Can!
    Johnsburg, IL
  • 10/2023 → 05/2024
    Stay At Home Parent
    Richmond, IL
  • 06/2024 → Present
    Dream Weaver Financial Planning
    Richmond, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-07
  • S65 Uniform Investment Adviser Law Examination
    2024-05-07

View on SEC IAPD

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