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TS

Trevor Spring

TRINITY WEALTH SECURITIES, L.L.C.
Cranston, RI 02920
Some features on this profile are disabled
CRD#: 6013725
TS

Professional summary

Trevor Spring, who also goes by Trevor Andrew Spring, is a registered financial professional currently at TRINITY WEALTH SECURITIES, L.L.C. located in Cranston, Rhode Island.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2012. Trevor has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Trevor Andrew Spring

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 Spring'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

May 6, 2026 - Present

TRINITY WEALTH SECURITIES, L.L.C.

Office #1: 1145 Reservoir Ave Suite 200, Cranston, RI 02920
BD
CRD#: 104348
Cranston, RI
Past

November 20, 2023 - May 9, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Cranston, RI
Past

January 25, 2013 - December 26, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
MYSTIC, CT
Past

September 13, 2012 - December 26, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
MYSTIC, CT

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
RR
IAR
Series 66
Date: 1/24/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/20/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/12/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TW
TRINITY WEALTH SECURITIES, L.L.C.
TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348 / SEC#: , 8-52801

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Mailing Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Phone number
(813) 333-1056
Established
Missouri since 06/12/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (48 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#
FLORIDA-TRINITY HOLDCO, LLCMEMBER
MICKOOL, ALLYSON MARYPRINCIPAL/CHIEF COMPLIANCE OFFICER4703161
MICKOOL, JASON KURTPRESIDENT/CEO/PRINCIPAL2606335
PENA, VICTORIAPRINCIPAL6974257
THORNTON, STEVEN LEEFINOP, POO, PFO4496384

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

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348Cranston, RI 02920

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