Trevor K. Casey
Professional summary
Trevor Keeling Casey is a registered financial professional currently at EFCG TRANSACTION SERVICES LLC located in Denver, Colorado.
Trevor is registered as a RR (Registered Representative) and started their career in finance in 2007. Trevor has worked at 4 firms and has passed the Series 63, SIE, Series 79, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Trevor Keeling Casey's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 27, 2025 - Present
EFCG TRANSACTION SERVICES LLC
April 4, 2025 - June 30, 2025
BRITEHORN SECURITIES
July 16, 2018 - November 23, 2021
HARRIS WILLIAMS
November 20, 2007 - June 18, 2008
EQUITABLE DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/3/2025)
(9/16/2025)
(8/13/2025)
(9/18/2025)
(7/21/2025)
(7/21/2025)
(7/25/2025)
(10/7/2025)
Exams
FINRA
Current Firm
EFCG TRANSACTION SERVICES LLC
CRD#: 333770 / SEC#: , 8-71307
Contact information
FINRA licenses (12 States and Territories)
Documents
Red Flags
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