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TD

Trevor S. Davenport

PTMA INVESTMENT ADVISORS
Denver, CO 80202
Some features on this profile are disabled
CRD#: 6199716
TD

Professional summary

Trevor Scott Davenport is a registered financial advisor currently at PTMA INVESTMENT ADVISORS located in Denver, Colorado and PMA SECURITIES, LLC located in Naperville, Illinois.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Trevor has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Trevor Scott Davenport'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

November 12, 2025 - Present

PTMA INVESTMENT ADVISORS

Office #1: 717 17th Street Suite 1850, Denver, CO 80202
RIA
CRD#: 159189
Denver, CO
Current

June 17, 2025 - Present

PMA SECURITIES, LLC

Office #1: 2135 Citygate Lane 7th Floor, Naperville, IL 60563
BD
CRD#: 30397
NAPERVILLE, IL
Past

August 31, 2020 - December 12, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
STILLWATER, OK
Past

August 31, 2020 - December 12, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
STILLWATER, OK
Past

March 7, 2017 - September 14, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MIDWEST CITY, OK
Past

February 27, 2017 - September 14, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MIDWEST CITY, OK
Past

April 24, 2015 - February 9, 2017

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
STILLWATER, OK
Past

April 24, 2015 - February 9, 2017

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
STILLWATER, OK
Past

March 17, 2014 - January 30, 2015

EDWARD JONES

RIA
CRD#: 250
EDMOND, OK
Past

February 25, 2014 - January 30, 2015

EDWARD JONES

BD
CRD#: 250
EDMOND, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PTMA INVESTMENT ADVISORS
GFAM | PUBLIC TRUST ADVISORS, LLC | PTMA INVESTMENT ADVISORS

CRD#: 159189 / SEC#: 801-72782

RIA
Registered Investment Advisory firm - (10/13/2011 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Oklahoma
(6/17/2025)
IAR
Oklahoma
(11/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2014
Uniform Combined 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: 2/25/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PI
PTMA INVESTMENT ADVISORS
GFAM | PUBLIC TRUST ADVISORS, LLC | PTMA INVESTMENT ADVISORS

CRD#: 159189 / SEC#: 801-72782

RIA
Registered Investment Advisory firm - (10/13/2011 Approved)
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Contact information

Main Address
717 17th Street Suite 1850, Denver, CO 80202
Mailing Address
Phone number
(855) 395-3954
Established
Firm type
Fiscal year end
# of Employees
93

SEC notice filing (10 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts241
AUM (Assets Under Management)$ 94,211,094,125

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

PTMA INVESTMENT ADVISORS

CRD#: 159189Denver, CO 80202

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Contact information

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