Trevor Coy Lawson

Current Employers

Employment History

• 08/2013 → 11/2018
  Jhfn Sii
  Raleigh, NC
• 11/2018 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2014-04-01 → 2018-11-02
  Signator Investors, Inc.
  Raleigh, NC

Other Businesses

1) CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2013 ADDRESS: 8816 Six Forks Rd., Suite 301, Raleigh NC 27615, United States DESCRIPTION: I help clients make informed financial decisions. 2) TREVOR LAWSON INC. POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 8816 Six Forks Road, Suite 301, Raleigh NC 27615, United States DESCRIPTION: Created an S Corporation for tax filing purposes. 3) TREVOR LAWSON POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2013 ADDRESS: 8816 Six Forks Road, Suite 301, Raleigh NC 27615, United States DESCRIPTION: Life insurance and long term care planning for clients. 4) OLLI INSTRUCTOR POSITION: Instructor NATURE: Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2023 ADDRESS: 1101 Gorman St, Raleigh NC 27606, United States DESCRIPTION: Teaching a course for people 50 years of age and older on how to financially prepare for widowhood.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-05

Designations