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Trevor Nathan Hoffman

Collective Family Office, LLC

York, PA

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Current Employers
Collective Family Office, Llc

235 St. Charles Way Suite 200, York, PA 17402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-05-17
  • PA RA
    APPROVED
    Since 2019-05-17

Branch Locations

235 St. Charles Way Suite 200, York, PA 17402 • 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
Bny Mellon Wealth Management York PA 06/2015 07/2018
Bny Mellon Wealth Management York PA 07/2018 05/2019
Collective Family Office, Llc York PA 05/2019 Present
  • 06/2015 → 07/2018
    Bny Mellon Wealth Management
    York, PA
  • 07/2018 → 05/2019
    Bny Mellon Wealth Management
    York, PA
  • 05/2019 → Present
    York, PA
Other Businesses

Hoffman Farm Properties, LLC, non investment related, Gardners, Pennsylvania, agricultural and residential rental property, Owner/Managing Member, start date: June 2018, 0 Hours/month spent in this capacity. Mr. Hoffman is part owner of an agricultural and residential property and receives rental income from the property.

Other Names
  • Trevor Hoffman

View on SEC IAPD

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