Best Investors Account Sign in
Inactive

Trevor K Shultz

Clarity Financial Advisors LLC

St. Petersburg, FL

St. Petersburg, FL

Claim This Profile
Current Employers
Clarity Financial Advisors Llc

260 1St Ave S., St. Petersburg, FL 33710 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-22
FL RA APPROVED 2022-11-08
  • TX RA
    APPROVED
    Since 2022-12-22
  • FL RA
    APPROVED
    Since 2022-11-08

Branch Locations

St. Petersburg, FL • United States

260 1St Ave S., St. Petersburg, FL 33710 • 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
Cambridge Investment Research, Inc. Fairfield IA 02/2018 11/2022
Faith Fellowship St. Petersburg St. Petersburg FL 06/2013 01/2019
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2019 11/2022
Clarity Financial Advisors Llc St. Petersburg FL 11/2022 Present
Previous Registrations
Other Businesses

Elevation Wealth Partners, LLC Investment Adviser Outsourced Chief Investment Officer Since 10/2023 Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-14
S63 Uniform Securities Agent State Law Examination 2018-11-28
  • S65 Uniform Investment Adviser Law Examination
    2019-01-14
  • S63 Uniform Securities Agent State Law Examination
    2018-11-28

View on SEC IAPD

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor