Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-31
FL RA APPROVED 2024-11-14
  • TX RA
    APPROVED_RES
    Since 2025-05-31
  • FL RA
    APPROVED
    Since 2024-11-14

Branch Locations

1276 Metropolitan Blvd, Tallahassee, FL 32312 • 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
Ameriprise Financial Services, Llc Tallahassee FL 06/2022 07/2024
Bluewater Car Wash Tallahassee FL 10/2018 04/2020
Unemployed Tallahassee FL 04/1997 09/2018
Unemployed Tallahassee FL 12/2020 05/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 10/2024 Present
Florida State Boosters Tallahassee FL 08/2019 12/2020
Bank Of America, N.A Tallahassee FL 11/2024 Present
  • 06/2022 → 07/2024
    Tallahassee, FL
  • 10/2018 → 04/2020
    Bluewater Car Wash
    Tallahassee, FL
  • 04/1997 → 09/2018
    Unemployed
    Tallahassee, FL
  • 12/2020 → 05/2022
    Unemployed
    Tallahassee, FL
  • 10/2024 → Present
    Tallahassee, FL
  • 08/2019 → 12/2020
    Florida State Boosters
    Tallahassee, FL
  • 11/2024 → Present
    Bank Of America, N.A
    Tallahassee, FL
Previous Registrations
Other Businesses

I*: 2090293 Name: Real Estate Ownership Not Investment related Address: Tallahassee, FL Nature: Real Estate/ Rental property Title, or relationship: Owner of rental property Start date: 12/01/2023 Approximate number of hours/month you devote:0-5 hours per month Number of hours you devote during securities trading hours:0 Briefly describe your duties: As the owner of the property, I spend a few hours a week/month outside of work hours to make sure everything is functioning properly for my tenants and making sure all expenses are paid month by month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16
Other Names
  • Trevor J Mason
  • Trevor Jackson Mason

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tallahassee, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor