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Inactive

Trevor Lalisan

Von Adelung Wealth Management

Montrose, CA

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Current Employers
Von Adelung Wealth Management

2550 Honolulu Avenue Suite 209, Montrose, CA 91020 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-19
AL RA APPROVED 2025-10-22
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
TN RA APPROVED 2025-01-01
NE RA APPROVED 2024-07-23
  • MA RA
    APPROVED
    Since 2026-03-19
  • AL RA
    APPROVED
    Since 2025-10-22
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01
  • NE RA
    APPROVED
    Since 2024-07-23

Branch Locations

2550 Honolulu Avenue Suite 209, Montrose, CA 91020 • 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
Von Adelung Wealth Management Montrose CA 09/2022 Present
Blacktable Execs Altadena CA 01/2022 09/2022
Church Of Scientology International Los Angeles CA 01/2019 12/2021
Church Of Scientology Of Pasadena Pasadena CA 01/2016 01/2019
  • 09/2022 → Present
    Von Adelung Wealth Management
    Montrose, CA
  • 01/2022 → 09/2022
    Blacktable Execs
    Altadena, CA
  • 01/2019 → 12/2021
    Church Of Scientology International
    Los Angeles, CA
  • 01/2016 → 01/2019
    Church Of Scientology Of Pasadena
    Pasadena, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-08
  • S65 Uniform Investment Adviser Law Examination
    2023-06-08

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · MONTROSE, CA
WELLS FARGO CLEARING SERVICES, LLC · MONTROSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MONTROSE, CA
J.P. MORGAN SECURITIES LLC · MONTROSE, CA
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