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TG

Trevor L. Gordon

Some features on this profile are disabled
CRD#: 2195122
TG

Professional summary

Trevor Lee Gordon was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Trevor is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Trevor had worked at 9 firms, which includes COLONY PARK FINANCIAL SERVICES LLC., SANDLAPPER WEALTH MANAGEMENT LLC, SANDLAPPER SECURITIES LLC, STEVEN L. FALK & ASSOCIATES INC., JAMES HAROLD GOODE JR., KESTRA INVESTMENT SERVICES LLC, RAYMOND JAMES & ASSOCIATES INC., MORGAN STANLEY DW INC., BLACKROCK INVESTMENTS LLC.

top-8-questions

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

February 5, 2015 - December 31, 2020

COLONY PARK FINANCIAL SERVICES LLC.

RIA
CRD#: 41534
GREENVILLE, SC
Past

September 27, 2012 - December 1, 2014

SANDLAPPER WEALTH MANAGEMENT, LLC

RIA
CRD#: 164443
GREENVILLE, SC
Past

April 10, 2006 - June 30, 2020

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
GREENVILLE, SC
Past

July 16, 2004 - October 19, 2004

STEVEN L. FALK & ASSOCIATES INC.

BD
CRD#: 14297
LAS VEGAS, NV
Past

August 9, 2002 - June 2, 2005

JAMES HAROLD GOODE, JR.

BD
CRD#: 16334
SAN CLEMENTE, CA
Past

February 15, 2001 - March 8, 2002

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

July 22, 1999 - October 10, 2000

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

October 30, 1998 - June 4, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 16, 1997 - October 28, 1998

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY

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.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/10/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/27/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/13/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/2002
General Securities Principal Examination

Current Firm

CP
COLONY PARK FINANCIAL SERVICES LLC.
BOON CAPITAL ADVISORS | WMS FINANCIAL PLANNERS INC | THE SHERER GROUP | TELLURIDE WEALTH MANAGEMENT | SPECIALIZED WEALTH MANAGEMENT | SANDLAPPER WEALTH MANAGEMENT, LLC | PLUSPOINT ADVISORS | LKB FINANCIAL, L.L.C. | KKIM FINANCIAL | KALA ADVISORS, LLC | IREXA FINANCIAL SERVICES/ WEALTH STRATEGIES | INVESTORS COACH | INNOVATIVE INVESTMENT MANAGEMENT | HYPERION WEALTH MANAGEMENT, LLC | HYDE PARK WEALTH MANAGEMENT | GREENE DIRECTIONS LLC | GCA SECURITIES, L.L.C. | COLONY PARK FINANCIAL SERVICES LLC. | COLONY PARK FINANCIAL SERVICES LLC | CAROLINA FINANCIAL | BUFFALO TRACE FINANCIAL GROUP | BRIDGE VALLEY FINANCIAL

CRD#: 41534 / SEC#: 801-79219, 8-49478

BD
Terminated by SEC on 01/09/2015
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Contact information

Main Address
406 N. Pleasantburg Dr, Greenville, SC 29607
Mailing Address
Phone number
Established
Georgia since 06/27/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
SANDLAPPER WEALTH MANAGEMENT, LLCOWNER164443
JORDAN, BJORNCCO, COO4366435
REINSTEIN, MARK EDWINPRESIDENT, CFO, FINOP1486887

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.

Company Information

COLONY PARK FINANCIAL SERVICES LLC.

CRD#: 41534

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