Trevor Dallas
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.
Trevor Dallas, who also goes by Trevor Scott Dallas Mr., Trevor Scott Dallas, was a registered financial professional .
Trevor is a previously registered financial professional and started their career in finance in 2009. Trevor had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2019 - July 20, 2020
CALAMAR FINANCIAL GROUP, LLC
November 13, 2009 - January 24, 2017
CWS INVESTMENTS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CALAMAR FINANCIAL GROUP, LLC
CRD#: 283992 / SEC#: , 8-69777
Contact information
FINRA licenses (17 States and Territories)
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.
