Trevor Michael Richards

$129M regulatory AUM

Reported services (Item 5G)

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

8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-17
CO	RA	APPROVED	2025-12-12
TX	RA	APPROVED	2025-12-12

Branch Locations

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

Organization	City	State	From	To
Oxford Advisory Group	Orlando	FL	09/2025	11/2025
Pasco County Corrections	Land O'LAkes	FL	10/2022	09/2025
Pasco County Sheriff	Land O'LAkes	FL	09/2021	10/2022
Pinellas County Sheriff	Clearwater	FL	09/2020	09/2021
Feeding Tampa Bay	Tampa	FL	10/2019	09/2021
Flooring.oRg, Llc	Trinity	FL	08/2017	10/2019
Mercedes Benz	Tampa	FL	06/2016	08/2017
Lord And Richards Wealth Management, Llc	Highlands Ranch	CO	12/2025	Present

09/2025 → 11/2025

Oxford Advisory Group

Orlando, FL
10/2022 → 09/2025

Pasco County Corrections

Land O'LAkes, FL
09/2021 → 10/2022

Pasco County Sheriff

Land O'LAkes, FL
09/2020 → 09/2021

Pinellas County Sheriff

Clearwater, FL
10/2019 → 09/2021

Feeding Tampa Bay

Tampa, FL
08/2017 → 10/2019

Flooring.oRg, Llc

Trinity, FL
06/2016 → 08/2017

Mercedes Benz

Tampa, FL
12/2025 → Present

Lord And Richards Wealth Management, Llc

Highlands Ranch, CO

Trevor Michael Richards is a licensed insurance agent.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-02