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Trevor Ruskin Whitley

Marquis Wealth Management Group

Fort Myers, FL

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Current Employers
Marquis Wealth Management Group

6208 Whiskey Creek Drive, Fort Myers, FL 33919 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-08
FL RA APPROVED 2005-08-11
  • TX RA
    APPROVED
    Since 2022-08-08
  • FL RA
    APPROVED
    Since 2005-08-11

Branch Locations

6208 Whiskey Creek Drive, Fort Myers, FL 33919 • 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
Mns Financial Management Fort Myers FL 05/2004 Present
  • 05/2004 → Present
    Mns Financial Management
    Fort Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-21
  • S65 Uniform Investment Adviser Law Examination
    2005-07-21
Designations
Other Names
  • Trevor Riskin Whitley

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

More in Fort Myers, FL

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