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Inactive

Trevor Dimitri Kasulen

Collective Family Office, LLC

York, PA

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Current Employers
Collective Family Office, Llc

235 St. Charles Way Suite 200, York, PA 17402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-09
  • PA RA
    APPROVED
    Since 2026-03-09

Branch Locations

235 St. Charles Way Suite 200, York, PA 17402 • 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
Ghi Engineers & Surveyors Hanover PA 06/2017 08/2017
Napoli Hospitality Group Hanover PA 04/2017 09/2025
Collective Family Office, Llc York PA 10/2025 Present
Collective Family Office, Llc York PA 02/2026 Present
Bermudian Springs High School York Springs PA 02/2016 06/2017
  • 06/2017 → 08/2017
    Ghi Engineers & Surveyors
    Hanover, PA
  • 04/2017 → 09/2025
    Napoli Hospitality Group
    Hanover, PA
  • 10/2025 → Present
    Collective Family Office, Llc
    York, PA
  • 02/2026 → Present
    Collective Family Office, Llc
    York, PA
  • 02/2016 → 06/2017
    Bermudian Springs High School
    York Springs, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · York, PA
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