Trevor A Wade

Current Employers

Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-06-25
IL	RA	APPROVED	2026-06-23
GA	RA	APPROVED	2026-06-22
OK	RA	APPROVED	2026-06-22
PA	RA	APPROVED	2026-06-22
VA	RA	APPROVED	2026-06-22
WA	RA	APPROVED	2026-06-22
WY	RA	APPROVED	2026-06-19
CO	RA	APPROVED	2026-06-18
CT	RA	APPROVED	2026-06-18
FL	RA	APPROVED	2026-06-18
HI	RA	APPROVED	2026-06-18
MN	RA	APPROVED	2026-06-18
NY	RA	APPROVED	2026-06-18
NC	RA	APPROVED	2026-06-18
CA	RA	APPROVED	2026-06-17
DE	RA	APPROVED	2026-06-17
KS	RA	APPROVED	2026-06-17
LA	RA	APPROVED	2026-06-17
MD	RA	APPROVED	2026-06-17
MO	RA	APPROVED	2026-06-17
NV	RA	APPROVED	2026-06-17
NJ	RA	APPROVED	2026-06-17
OR	RA	APPROVED	2026-06-17
TX	RA	APPROVED	2026-06-17
UT	RA	APPROVED	2026-06-17
VT	RA	APPROVED	2026-06-17

AZ RA
APPROVED

Since 2026-06-25
IL RA
APPROVED

Since 2026-06-23
GA RA
APPROVED

Since 2026-06-22
OK RA
APPROVED

Since 2026-06-22
PA RA
APPROVED

Since 2026-06-22
VA RA
APPROVED

Since 2026-06-22
WA RA
APPROVED

Since 2026-06-22
WY RA
APPROVED

Since 2026-06-19
CO RA
APPROVED

Since 2026-06-18
CT RA
APPROVED

Since 2026-06-18
FL RA
APPROVED

Since 2026-06-18
HI RA
APPROVED

Since 2026-06-18
MN RA
APPROVED

Since 2026-06-18
NY RA
APPROVED

Since 2026-06-18
NC RA
APPROVED

Since 2026-06-18
CA RA
APPROVED

Since 2026-06-17
DE RA
APPROVED

Since 2026-06-17
KS RA
APPROVED

Since 2026-06-17
LA RA
APPROVED

Since 2026-06-17
MD RA
APPROVED

Since 2026-06-17
MO RA
APPROVED

Since 2026-06-17
NV RA
APPROVED

Since 2026-06-17
NJ RA
APPROVED

Since 2026-06-17
OR RA
APPROVED

Since 2026-06-17
TX RA
APPROVED

Since 2026-06-17
UT RA
APPROVED

Since 2026-06-17
VT RA
APPROVED

Since 2026-06-17

Branch Locations

11755 Wilshire Blvd, Los Angeles, CA 90025 • United States

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States

Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-17

CA RA
APPROVED

Since 2026-06-17

Branch Locations

11755 Wilshire Blvd, Los Angeles, CA 90025 • United States

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Santa Monica	CA	05/2021	06/2026
University Of Washington Men's Basketball	Seattle	WA	06/2016	05/2020
Unemployed	Edmonds	WA	05/2020	05/2021
Morgan Stanley Private Bank, N.A.	New York	NY	02/2022	06/2026
Citizens Bank	Los Angeles	CA	06/2026	Present
Citizens Securities, Inc.	Los Angeles	CA	06/2026	Present
Citizens Private Wealth	Los Angeles	CA	06/2026	Present

05/2021 → 06/2026

Morgan Stanley Smith Barney Llc

Santa Monica, CA
06/2016 → 05/2020

University Of Washington Men's Basketball

Seattle, WA
05/2020 → 05/2021

Unemployed

Edmonds, WA
02/2022 → 06/2026

Morgan Stanley Private Bank, N.A.

New York, NY
06/2026 → Present

Citizens Bank

Los Angeles, CA
06/2026 → Present

Citizens Securities, Inc.

Los Angeles, CA
06/2026 → Present

Citizens Private Wealth

Los Angeles, CA

Previous Registrations

2021-11-19 → 2026-06-18

Morgan Stanley

Santa Monica, CA

Other Businesses

Dollar Youth Initiative; Investment related - No; Seattle, Washington; Sports, Education; Proprietor, partner, officer, director, employee, trustee, agent; During business hours: 0; After business hours: 1; Start date: 03/2021.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-22

S66 Uniform Combined State Law Examination

2021-09-22

View on SEC IAPD