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James Donald Evenson

Trivant Custom Portfolio Group LLC

San Diego, CA

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Current Employers
Trivant Custom Portfolio Group Llc

600 W Broadway Suite 225, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-24
  • CA RA
    APPROVED
    Since 2026-03-24

Branch Locations

600 W Broadway Suite 225, San Diego, CA 92101 • 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
The Whaling Bar San Diego CA 08/2024 07/2025
The Arbour Pasadena CA 01/2019 01/2023
Trivant Custom Portfolio Group, Llc San Diego CA 07/2025 Present
Pasadena City College Pasadena CA 08/2019 05/2022
California State University San Marcos San Marcos CA 01/2023 12/2024
University Of Arizona Tucson AZ 01/2016 12/2018
Not Employed Tucson AZ 12/2018 08/2019
  • 08/2024 → 07/2025
    The Whaling Bar
    San Diego, CA
  • 01/2019 → 01/2023
    The Arbour
    Pasadena, CA
  • 07/2025 → Present
    Trivant Custom Portfolio Group, Llc
    San Diego, CA
  • 08/2019 → 05/2022
    Pasadena City College
    Pasadena, CA
  • 01/2023 → 12/2024
    California State University San Marcos
    San Marcos, CA
  • 01/2016 → 12/2018
    University Of Arizona
    Tucson, AZ
  • 12/2018 → 08/2019
    Not Employed
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-24
  • S65 Uniform Investment Adviser Law Examination
    2026-03-24

View on SEC IAPD

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