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KT

Kevin M. Trevor-wilson

VICTORY CAPITAL SERVICES
San Antonio, TX 78256
Some features on this profile are disabled
CRD#: 2366498
KT

Professional summary

Kevin M Trevor-wilson, who also goes by Kevin M. Trevor-wilson, Kevin Michael Trevorwilson, Kevin Trevorwilson, Kevin Michael Trevor-wilson, is a registered financial professional currently at VICTORY CAPITAL SERVICES, INC. located in San Antonio, Texas.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1998. Kevin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 2 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kevin M. Trevor-Wilson | Kevin Michael Trevorwilson | Kevin Trevorwilson | Kevin Michael Trevor-Wilson

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) - BD

Click below to view Kevin M Trevor-wilson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

February 14, 2022 - Present

VICTORY CAPITAL SERVICES, INC.

Office #1: 15935 La Cantera Parkway, San Antonio, TX 78256
BD
CRD#: 37059
San Antonio, TX
Past

July 1, 2016 - October 22, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN ANTONIO, TX
Past

June 15, 2015 - January 6, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

June 21, 2012 - June 25, 2015

U.S. GLOBAL BROKERAGE, INC.

BD
CRD#: 44721
SAN ANTONIO, TX
Past

February 22, 2007 - May 10, 2012

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
SAN ANTONIO, TX
Past

May 8, 2000 - October 18, 2006

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
SAN ANTONIO, TX
Past

September 3, 1998 - April 18, 2000

U.S. GLOBAL BROKERAGE, INC.

BD
CRD#: 44721
SAN ANTONIO, TX

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/28/2022)
RR
Alaska
(2/28/2022)
RR
Arizona
(2/28/2022)
RR
Arkansas
(2/28/2022)
RR
California
(2/28/2022)
RR
Colorado
(2/28/2022)
RR
Connecticut
(2/28/2022)
RR
Delaware
(2/28/2022)
RR
District of Columbia
(2/28/2022)
RR
Florida
(2/28/2022)
RR
Georgia
(2/28/2022)
RR
Hawaii
(2/28/2022)
RR
Idaho
(2/28/2022)
RR
Illinois
(2/28/2022)
RR
Indiana
(2/28/2022)
RR
Iowa
(2/28/2022)
RR
Kansas
(2/28/2022)
RR
Kentucky
(2/28/2022)
RR
Louisiana
(2/28/2022)
RR
Maine
(2/28/2022)
RR
Maryland
(2/28/2022)
RR
Massachusetts
(2/28/2022)
RR
Michigan
(2/28/2022)
RR
Minnesota
(2/28/2022)
RR
Mississippi
(2/28/2022)
RR
Missouri
(2/28/2022)
RR
Montana
(2/28/2022)
RR
Nebraska
(2/28/2022)
RR
Nevada
(2/28/2022)
RR
New Hampshire
(2/28/2022)
RR
New Jersey
(2/28/2022)
RR
New Mexico
(2/28/2022)
RR
New York
(2/28/2022)
RR
North Carolina
(2/28/2022)
RR
North Dakota
(2/28/2022)
RR
Ohio
(2/28/2022)
RR
Oklahoma
(2/28/2022)
RR
Oregon
(2/28/2022)
RR
Pennsylvania
(2/28/2022)
RR
Puerto Rico
(2/28/2022)
RR
Rhode Island
(2/28/2022)
RR
South Carolina
(2/28/2022)
RR
South Dakota
(2/28/2022)
RR
Tennessee
(2/28/2022)
RR
Texas
(2/14/2022)
RR
Utah
(2/28/2022)
RR
Vermont
(2/28/2022)
RR
Virginia
(2/28/2022)
RR
Washington
(2/28/2022)
RR
West Virginia
(2/28/2022)
RR
Wisconsin
(2/28/2022)
RR
Wyoming
(2/28/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/3/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/4/1998
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 7
Date: 8/14/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 3/29/1995
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 6
Date: 7/16/1993
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VC
VICTORY CAPITAL SERVICES, INC.
CHS INVESTMENT SERVICES, INC. | VICTORY INCOME INVESTORS | VICTORY FUNDS | VICTORY CAPITAL SERVICES, INC. | VICTORY CAPITAL ADVISERS, INC. | TRIVALENT INVESTMENTS | THE ONE GROUP SERVICES COMPANY | SYCAMORE CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | ONE GROUP SERVICES COMPANY (THE) | OGSC DISTRIBUTOR, INC. | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | INTEGRITY ASSET MANAGEMENT

CRD#: 37059 / SEC#: , 8-47577

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
4900 Tiedeman Road 4th Floor, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road 4th Floor, Brooklyn, OH 44144
Phone number
(216) 898-2400
Established
Delaware since 06/03/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VICTORY CAPITAL OPERATING, LLCSOLE SHAREHOLDER
INKS, DONALD ANTHONYCHIEF OPERATIONS OFFICER2311245
MATHES, CHARLES BCHIEF COMPLIANCE OFFICER5980160
POLICARPO, MICHAEL DENNIS IIPRESIDENT4316912
PONTE, CHRISTOPHER ANTONICFO/FINOP5968469

Disclosures

Regulatory Event1

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

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059San Antonio, TX 78256

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