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Inactive

Trevor Stanley Simon

Arca Wealth, LLC

Portsmouth, NH

San Francisco, CA

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Current Employers
Arca Wealth, Llc

22 Deer Street Suite 200, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NH RA APPROVED 2023-05-10
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NH RA
    APPROVED
    Since 2023-05-10

Branch Locations

22 Deer Street Suite 200, Portsmouth, NH 03801 • United States

San Francisco, CA • 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
Full Time Student Tucson AZ 09/2004 12/2022
Granite Bay Wealth Management Portsmouth NH 01/2023 Present
  • 09/2004 → 12/2022
    Full Time Student
    Tucson, AZ
  • 01/2023 → Present
    Granite Bay Wealth Management
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-10
  • S65 Uniform Investment Adviser Law Examination
    2023-05-10
Other Names
  • Trevor Stanley Simon
  • Trevor Stanley
  • Trevor Simon Stanley

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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