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Trent Cruz Tarnstrom

Selective Wealth Management, Inc.

Forest, VA

Charlotte, NC

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Current Employers
Selective Wealth Management, Inc.

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-12
TX RA APPROVED 2022-08-17
VA RA APPROVED 2022-08-17
  • NC RA
    APPROVED
    Since 2024-02-12
  • TX RA
    APPROVED
    Since 2022-08-17
  • VA RA
    APPROVED
    Since 2022-08-17

Branch Locations

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

227 W Trade St Unit 1290, Charlotte, NC 28202 • 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
Selective Wealth Management, Inc. Lynchburg VA 03/2022 08/2022
Selective Wealth Management, Inc. Forest VA 08/2022 Present
Liberty Unversity Lynchburg VA 06/2017 05/2022
Rookie'S Lynchburg VA 01/2021 05/2021
Student Lynchburg VA 08/2012 06/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
Designations

View on SEC IAPD

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