Treven Lindsey Ayers

Current Employers

Clearview Wealth Management

6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-03-11
NC	RA	APPROVED	2013-03-15

SC RA
APPROVED

Since 2024-03-11
NC RA
APPROVED

Since 2013-03-15

Branch Locations

6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Clearview Wealth Management	Charlotte	NC	03/2013	Present

03/2013 → Present

Clearview Wealth Management

Charlotte, NC

Previous Registrations

2004-09-20 → 2013-02-28

Mcshane Partners

Charlotte, NC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-06-28

S63 Uniform Securities Agent State Law Examination

1994-06-28

Designations

View on SEC IAPD