Trevor G Cantarini

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-06-07
CA	RA	APPROVED	2021-03-09

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	09/2019	01/2021
Twinrock Partners Llc	Newport Beach	CA	09/2018	07/2019
Dana Point Marina Inn	Dana Point	CA	06/2018	09/2018
Unemployed	San Juan Capistrano	CA	06/2018	06/2018
Comfort Inn	Flagstaff	AZ	12/2017	06/2018
Unemployed	Flagstaff	AZ	07/2016	12/2017
Northern Arizona University	Flagstaff	AZ	08/2014	08/2018
Unemployed	Gilbert	AZ	07/2019	09/2019
Coeste Design Inc.	Flagstaff	AZ	05/2017	08/2017
Central Powder Coating	Flagstaff	AZ	05/2017	08/2017
Charles Schwab & Co., Inc.	Phoenix	AZ	02/2021	Present

09/2019 → 01/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
09/2018 → 07/2019

Twinrock Partners Llc

Newport Beach, CA
06/2018 → 09/2018

Dana Point Marina Inn

Dana Point, CA
06/2018 → 06/2018

Unemployed

San Juan Capistrano, CA
12/2017 → 06/2018

Comfort Inn

Flagstaff, AZ
07/2016 → 12/2017

Unemployed

Flagstaff, AZ
08/2014 → 08/2018

Northern Arizona University

Flagstaff, AZ
07/2019 → 09/2019

Unemployed

Gilbert, AZ
05/2017 → 08/2017

Coeste Design Inc.

Flagstaff, AZ
05/2017 → 08/2017

Central Powder Coating

Flagstaff, AZ
02/2021 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-09

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