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Trevor James Leverington

Commonwealth Financial Network

Blandon, PA

CRD 7746700

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-08
  • PA RA
    APPROVED
    Since 2026-04-08

Branch Locations

100 Plaza Drive, Blandon, PA 19510 • 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
Commonwealth Financial Network Waltham MA 06/2026 Present
Adams & Associates Blandon PA 06/2026 Present
Kutztown Borough Pool Kutztown PA 06/2019 08/2019
Pavement Impressions Allentown PA 06/2020 08/2020
Pavement Impressions Allentown PA 06/2021 08/2021
East Penn Manufacturing (Deka) Topton PA 05/2022 08/2022
Berkshire Country Club Reading PA 05/2023 08/2023
Berkleigh Golf Club - Byler Holdings Kutztown PA 05/2024 12/2024
Adams & Associates Blandon PA 01/2025 06/2026
Kutztown University Kutztown PA 08/2019 05/2020
Kutztown University Kutztown PA 08/2020 05/2021
Kutztown University Kutztown PA 08/2021 05/2022
Kutztown Kutztown PA 08/2022 05/2023
Kutztown University Kutztown PA 08/2023 05/2024
Kutztown University Kutztown PA 08/2024 12/2024
Kutztown Area Middle School And High School Kutztown PA 08/2012 05/2019
Commonwealth Financial Network Waltham MA 01/2025 06/2026
  • 06/2026 → Present
    Waltham, MA
  • 06/2026 → Present
    Adams & Associates
    Blandon, PA
  • 06/2019 → 08/2019
    Kutztown Borough Pool
    Kutztown, PA
  • 06/2020 → 08/2020
    Pavement Impressions
    Allentown, PA
  • 06/2021 → 08/2021
    Pavement Impressions
    Allentown, PA
  • 05/2022 → 08/2022
    East Penn Manufacturing (Deka)
    Topton, PA
  • 05/2023 → 08/2023
    Berkshire Country Club
    Reading, PA
  • 05/2024 → 12/2024
    Berkleigh Golf Club - Byler Holdings
    Kutztown, PA
  • 01/2025 → 06/2026
    Adams & Associates
    Blandon, PA
  • 08/2019 → 05/2020
    Kutztown University
    Kutztown, PA
  • 08/2020 → 05/2021
    Kutztown University
    Kutztown, PA
  • 08/2021 → 05/2022
    Kutztown University
    Kutztown, PA
  • 08/2022 → 05/2023
    Kutztown
    Kutztown, PA
  • 08/2023 → 05/2024
    Kutztown University
    Kutztown, PA
  • 08/2024 → 12/2024
    Kutztown University
    Kutztown, PA
  • 08/2012 → 05/2019
    Kutztown Area Middle School And High School
    Kutztown, PA
  • 01/2025 → 06/2026
    Waltham, MA
Other Businesses

1. Grounds Crew, Berkleigh Golf Club; Located at 14623 Kutztown Road, Kutztown, PA 19530, as of 04/26/2025; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Fixed insurance sales; Located in Blandon, PA 19510; as of 04/27/2026; 5% of time spend during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-20
  • S66 Uniform Combined State Law Examination
    2026-01-20

View on SEC IAPD

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