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Inactive

Trevor Conwell

Commonwealth Financial Network

Carmel, IN

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-09-04
  • IN RA
    APPROVED
    Since 2024-09-04

Branch Locations

12900 N. Meridian Street Suite 130, Carmel, IN 46032 • 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
Primerica Financial Services Indianapolis IN 07/2023 09/2024
Pfs Investments Inc. Indianapolis IN 08/2023 09/2024
Indiana University Kokomo IN 08/2022 08/2023
City Of Noblesville Noblesville IN 05/2021 08/2022
Ed Martin Toyota Noblesville IN 05/2019 08/2019
Indiana University Bloomington IN 08/2018 05/2022
Noblesville Schools Noblesville IN 08/2012 08/2018
Commonwealth Financial Network Waltham MA 09/2024 04/2025
Oaktree Financial Advisors, Inc Carmel IN 09/2024 Present
Commonwealth Financial Network Waltham MA 04/2025 Present
  • 07/2023 → 09/2024
    Primerica Financial Services
    Indianapolis, IN
  • 08/2023 → 09/2024
    Pfs Investments Inc.
    Indianapolis, IN
  • 08/2022 → 08/2023
    Indiana University
    Kokomo, IN
  • 05/2021 → 08/2022
    City Of Noblesville
    Noblesville, IN
  • 05/2019 → 08/2019
    Ed Martin Toyota
    Noblesville, IN
  • 08/2018 → 05/2022
    Indiana University
    Bloomington, IN
  • 08/2012 → 08/2018
    Noblesville Schools
    Noblesville, IN
  • 09/2024 → 04/2025
    Commonwealth Financial Network
    Waltham, MA
  • 09/2024 → Present
    Oaktree Financial Advisors, Inc
    Carmel, IN
  • 04/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2023-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2023-09-13
Other Names
  • Trevor Conwell
  • Trevor Douglas Conwell

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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