Trevor S Wallner

Current Employers

Employment History

• 06/2016 → 08/2021
  Keb Wealth Advisors
  Springfield, IL
• 08/2021 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2016-06-14 → 2021-08-17
  Keb Wealth Advisors
  Springfield, IL
• 2012-10-09 → 2016-06-16
  Cambridge Investment Research Advisors, Inc.
  Springfield, IL
• 2010-11-01 → 2012-10-09
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  Springfield, IL
• 2009-10-28 → 2010-11-26
  Securities America Advisors, Inc.
  Springfield, IL

Other Businesses

1.Mr. Wallner uses Broadway Graham Wealth Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Wallner is registered at, and is related to his investment services practice. Mr. Wallner devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Wallner devotes to activity providing investment services through PAG. 2.Mr. Wallner is an owner and managing partner of Bayside Properties which owns commercial real estate. This activity is not at the address where Mr. Wallner is registered, and is not related to his investment services practice. Mr. Wallner devotes a minimal amount of time to this activity.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-05
• S63 Uniform Securities Agent State Law Examination
  2008-01-28

Designations