Trevor Michael Nelson

Current Employers

Employment History

• 04/2012 → 12/2019
  Philson, Llc
  Powell, WY
• 09/2017 → 05/2021
  Nelson Phipps, Llc
  Powell, WY
• 09/2015 → Present
  Coulter Mall, Llc
  Powell, WY
• 12/2019 → 07/2023
  Capital Choice Financial Services
  Powell, WY
• 03/2021 → 07/2023
  Corecap Investments
  Southfield, MI
• 07/2021 → 07/2023
  Corecap Advisors, Llc
  Southfield, MI
• 07/2023 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 07/2023 → Present
  Northwest Iinsurance Agency
  Powell, WY

Previous Registrations

• 2021-07-08 → 2023-07-31
  Corecap Advisors
  Southfield, MI
  Cody, WY
  Powell, WY

Other Businesses

CORE FINANCIAL GROUP, LLC Pos: Owner; NATURE: Financial Services/Investments. INV REL’D: Yes; 40 hrs/mo, 10 hrs/mo trading SECURITIES TRADING HOURS: 10 START DATE: 07/27/2023; ADDR: 443 W. Coulter Ave. Ste. 1, Powell, WY 82435; DESC: Investment Advisor / Financial Coach. Compensation is fee based or commission depending on product or service. COULTER MALL, LLC Pos: Owner NATURE: Commercial rentals. INV REL’D: No; 5 hrs/mo 0 hrs/mo trading START DATE: 09/01/2015; ADDR: 621 Ave J Powell, WY 82435, US. DESC: Comp is monthly rent. NEW LIFE CHURCH INV REL’D: No; Conducts business of the church; Pos: Deacon; State: 9/21/21; 6 hrs/mo, 0 hrs/mo trading; No Comp; Desc"As Deacon, I conduct business of the church; budgeting, salaries & approval of bills to be paid. I hold a position on the Benevolence Committee. Receive apps for assistance from members of the community in need of finan help. Coordinate the Dave Ramsey Financial Peace University class as part of this position. Class is available to members and non-members of the church at no charge. COWBOY STATE FINANCIAL LLC INV REL’D: Yes; ADDR: 443 W. Coulter Ave. Ste 1, Powell, WY, 82435, US; Pos: Owner; START DATE: 4/1/2025, 2 hrs/mo, 2 hrs/mo trading, No Comp; DESC: Cowboy State Financial LLC is holding company for the wholly owned subsidiary of Core Financial Group LLC and the subsidiary of TC Insurance Group LLC. Allows us to consolidate various overhead expenses such as phone lines and advertising. There are only passthrough expenses and no income for Cowboy State Financial LLC. TC INSURANCE GROUP INV REL’D: No; ADDR: 443 W. Coulter Ave. Ste 1, Powell, WY, 82435, US; NATURE: Insurance sales, Pos: Owner, START DATE: 4/1/2025, 5 hrs/mo, 5 hrs/mo trading, DESC: "TC Ins Group LLC is an indep ins agency offering home, auto, commercial and life ins to its clients. I have oversight of both operations and administration." YELLOWSTONE REGISTERED AGENT INV REL’D: No ADDR: "443 W. Coulter Ave. Ste 1, Powell, WY, 82435, United States", NATURE: Clerical Services; Pos: Owner; START DATE: 8/22/2025;1 hrs/mo, 1 hrs/mo trading; Comp: Fee Based Compensation; DESC: "A registered agent is a designated business entity that receives official legal and tax documents on behalf of a company, such as a corporation or LLC. They act as the point of contact for the business with the state and are responsible for forwarding important notices, including service of process (lawsuits) and state filings, to the appropriate parties within the company." NORTHWEST COMMERCIAL PROPERTIES LLC INV REL’D: No; ADDR: 346 Greybull Ave Greybull WY 82426; Pos: Landlord; Comp: Other, 1 hr/mo, 0 hrs/mo trading; Start: 2026-06-01; DESC: Landlord for commercial duplex in Greybull WY. Cowboy State Financial will occupy 1 of the units.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-30
• S63 Uniform Securities Agent State Law Examination
  2021-03-10