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Trevor P Durham

Charles Schwab Investment Management, Inc

San Francisco, CA

Naples, FL

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Current Employers
Charles Schwab Investment Management, Inc

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-06
  • FL RA
    APPROVED
    Since 2022-04-06

Branch Locations

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

600 5Th Avenue South Suite 210, Naples, FL 34102 • 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
Wasmer Schroeder Naples FL 01/2017 07/2020
Wasmer Schroeder Naples FL 07/2016 01/2017
Charles Schwab Investment Advisory, Inc. Naples FL 07/2020 Present
Charles Schwab Investment Management, Inc Naples FL 03/2022 Present
  • 01/2017 → 07/2020
    Wasmer Schroeder
    Naples, FL
  • 07/2016 → 01/2017
    Wasmer Schroeder
    Naples, FL
  • 07/2020 → Present
    Charles Schwab Investment Advisory, Inc.
    Naples, FL
  • 03/2022 → Present
    Charles Schwab Investment Management, Inc
    Naples, FL
Previous Registrations
  • 2020-07-07 → 2022-03-14
    Charles Schwab Investment Advisory, Inc.
    San Francisco, CA
    Naples, FL
  • 2019-09-13 → 2020-07-02
    Wasmer Schroeder
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-30
  • S65 Uniform Investment Adviser Law Examination
    2019-08-30
Other Names
  • Trevor Paul Durham

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
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1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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