Inactive

Trevor David Pool

Claim This Profile

Current Employers

Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-09-20

WA RA
APPROVED

Since 2024-09-20

Branch Locations

225 108Th Ave Ne Suite 400, Bellevue, WA 98004 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
University Of Colorado	Boulder	CO	08/2018	05/2022
Pathstone	Bellevue	WA	05/2022	07/2023
Pathstone	Bellevue	WA	07/2023	07/2024
Pathstone	Bellevue	WA	07/2024	Present
Bellevue High School	Bellevue	WA	08/2014	05/2018

08/2018 → 05/2022

University Of Colorado

Boulder, CO
05/2022 → 07/2023

Pathstone

Bellevue, WA
07/2023 → 07/2024

Pathstone

Bellevue, WA
07/2024 → Present

Pathstone

Bellevue, WA
08/2014 → 05/2018

Bellevue High School

Bellevue, WA

Designations

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA

THREADLINE WEALTH · BELLEVUE, WA

SCS · BELLEVUE, WA

STEWARD CAPITAL LLC. · BELLEVUE, WA

GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA

LPL FINANCIAL LLC · BELLEVUE, WA

LIDO · BELLEVUE, WA

FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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