Inactive

Trevor Shaw

Gradient Capital Advisors, LLC

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Current Employers

Gradient Capital Advisors, Llc

2125 Poinsettia Drive, San Diego, CA 92107 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-04-21

CA RA
APPROVED

Since 2021-04-21

Branch Locations

2125 Poinsettia Drive, San Diego, CA 92107 • 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

Organization	City	State	From	To
Gradient Capital Advisors	San Diego	CA	01/2022	07/2025
Gradient Capital Advisors	San Diego	CA	07/2025	Present
Gradient Capital Advisors	San Diego	CA	10/2015	01/2022

01/2022 → 07/2025

Gradient Capital Advisors

San Diego, CA
07/2025 → Present

Gradient Capital Advisors

San Diego, CA
10/2015 → 01/2022

Gradient Capital Advisors

San Diego, CA

Designations

View on SEC IAPD

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