AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TB

Trevor T. Bohn

KAL CAPITAL MARKETS LLC
Long Beach, CA 90808
Some features on this profile are disabled
CRD#: 4516388
TB

Professional summary

Trevor Thomas Bohn is a registered financial professional currently at KAL CAPITAL MARKETS LLC located in Long Beach, California.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2002. Trevor has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

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) - BD

Click below to view Trevor Thomas Bohn's 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 28, 2018 - Present

KAL CAPITAL MARKETS LLC

Office #1: 3738 Bayer Avenue Suite 103, Long Beach, CA 90808Office #2: 3738 Bayer Avenue Suite 103, Long Beach, CA 90808
BD
CRD#: 291333
Long Beach, CA
Past

January 20, 2017 - February 21, 2018

INDEPENDENT INVESTMENT BANKERS, CORP.

BD
CRD#: 154134
AUSTIN, TX
Past

June 24, 2009 - January 3, 2017

SALEM PARTNERS LLC

BD
CRD#: 43363
LOS ANGELES, CA
Past

November 1, 2005 - June 9, 2009

MCGLADREY CAPITAL MARKETS, LLC

BD
CRD#: 47639
COSTA MESA, CA
Past

June 4, 2003 - March 8, 2004

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

May 14, 2002 - June 6, 2003

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY

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
(10/7/2022)
RR
California
(3/8/2018)
RR
Colorado
(3/21/2018)
RR
Florida
(7/6/2018)
RR
Kansas
(9/4/2024)
RR
Michigan
(4/11/2018)
RR
Minnesota
(6/17/2020)
RR
Mississippi
(9/4/2024)
RR
Missouri
(9/17/2018)
RR
New Jersey
(8/16/2021)
RR
New York
(3/21/2021)
RR
North Carolina
(7/26/2018)
RR
Ohio
(2/28/2024)
RR
Oklahoma
(8/24/2020)
RR
Oregon
(5/30/2023)
RR
Pennsylvania
(9/13/2022)
RR
Rhode Island
(2/27/2024)
RR
South Carolina
(9/4/2024)
RR
Texas
(8/15/2018)
RR
Utah
(3/18/2021)
RR
Washington
(3/18/2021)
RR
Wisconsin
(3/7/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 9/16/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/13/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/27/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

KC
KAL CAPITAL MARKETS LLC
KAL CAPITAL MARKETS LLC

CRD#: 291333 / SEC#: , 8-70053

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3738 Bayer Avenue Suite 103, Long Beach, CA 90808
Mailing Address
3738 Bayer Avenue Suite 103, Long Beach, CA 90808
Phone number
(949) 404-4203
Established
California since 12/19/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
GALLP LIVING TRUSTOWNER
MURPHY, RYAN MMANAGING MEMBER5183659
BOHN, TREVOR THOMASGALLP LIVING TRUST - TRUSTEE4516388
BOHN, TREVOR THOMASMANAGING MEMBER & CCO4516388
DONNER, AMANDA NOELLEGALLP LIVING TRUST- TRUSTEE6915551
THORNTON, STEVEN LEEFINOP4496384

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

KAL CAPITAL MARKETS LLC

CRD#: 291333Long Beach, CA 90808

TRUST BUT VERIFY

Monitor Trevor Bohn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
Kenneth Hickman
Kenneth HickmanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brea, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.