Tony Dale Trevino | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tony Dale Trevino was a registered financial professional .

Tony is a previously registered financial professional and started their career in finance in 1984. Tony had worked at 6 firms and has passed the SIE, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 13, 2014 - October 29, 2015

SOUTHLAND EQUITY PARTNERS, LLC.

RIA

CRD#: 154481

MODESTO, CA

Past

June 27, 2005 - December 31, 2006

CROSBY, TREVINO & ASSOCIATES, INC.

RIA

CRD#: 135848

MODESTO, CA

Past

July 8, 1997 - September 2, 2015

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MODESTO, CA

Past

September 1, 1987 - September 2, 2015

FSC SECURITIES CORPORATION

BD

CRD#: 7461

MODESTO, CA

Past

January 23, 1984 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD

CRD#: 6320

Past

January 23, 1984 - September 18, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

BD

CRD#: 6363

Past

January 23, 1984 - September 21, 1987

IDS LIFE INSURANCE COMPANY

BD

CRD#: 6321

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SE

SOUTHLAND EQUITY PARTNERS, LLC.

CRD#: 154481 / SEC#: 801-71977

RIA

Registered Investment Advisory firm - (11/17/2010 Approved)

Virginia

Registered Investment Advisory firm - (11/22/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

RR

SIE

Date: 9/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 5/30/1986

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 2/17/1984

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

RR

Series 22

Date: 1/20/1984

Direct Participation Programs Representative Examination

Current Firm

SE

SOUTHLAND EQUITY PARTNERS, LLC.

CRD#: 154481 / SEC#: 801-71977

RIA

Registered Investment Advisory firm - (11/17/2010 Approved)

Virginia

Registered Investment Advisory firm - (11/22/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Wildwood, MO

Mailing Address

Po Box 7323, Charlottesville, VA 22906

Phone number

(770) 998-5879

Established

Firm type

Fiscal year end

# of Employees

22

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,680
AUM (Assets Under Management)	$ 785,307,417

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Tony D. Trevino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CROSBY, TREVINO & ASSOCIATES, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

SOUTHLAND EQUITY PARTNERS, LLC.

State Registrations and Notice Filings

Exams

SIE

Date: 9/2/2015

Series 7

Date: 5/30/1986

Series 6

Date: 2/17/1984

Series 22

Date: 1/20/1984

Current Firm

SOUTHLAND EQUITY PARTNERS, LLC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOUTHLAND EQUITY PARTNERS, LLC.

TRUST BUT VERIFY

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