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TL

Trevor A. Lewis

HEIM, YOUNG & ASSOCIATES
Springfield, MO 65804-7211
Some features on this profile are disabled
CRD#: 6367140
TL

Professional summary

Trevor Allan Lewis is a registered financial professional currently at HEIM, YOUNG & ASSOCIATES, INC. located in Springfield, Missouri.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2014. Trevor has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

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 Allan Lewis'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

October 26, 2023 - Present

HEIM, YOUNG & ASSOCIATES, INC.

Office #1: 1256 E. Kingsley St, Springfield, MO 65804-7211
BD
CRD#: 38993
Springfield, MO
Past

October 28, 2020 - May 11, 2023

EDWARD JONES

RIA
CRD#: 250
ST. LOUIS, MO
Past

October 28, 2020 - May 11, 2023

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

December 9, 2016 - June 30, 2020

MOLONEY SECURITIES ASSET MANAGEMENT LLC

RIA
CRD#: 282448
MANCHESTER, MO
Past

January 27, 2016 - December 31, 2016

MOLONEY INVESTMENT ADVISORY LLC

RIA
CRD#: 282140
MANCHESTER, MO
Past

November 12, 2015 - April 13, 2016

MOLONEY SECURITIES CO., INC.

RIA
CRD#: 38535
MANCHESTER, MO
Past

October 7, 2014 - June 30, 2020

MOLONEY SECURITIES CO., INC.

BD
CRD#: 38535
MANCHESTER, MO

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
Indiana
(11/6/2025)
RR
Missouri
(10/26/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2015
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: 10/7/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/27/2021
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/23/2021
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/28/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HY
HEIM, YOUNG & ASSOCIATES, INC.
HEIM & YOUNG SECURITIES, INC. | MABS INSURANCE SOLUTIONS | MA BROKERAGE SOLUTIONS | HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993 / SEC#: , 8-48500

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
1256 E. Kingsley St, Springfield, MO 65804-7211
Mailing Address
1256 E. Kingsley St, Springfield, MO 65804-7211
Phone number
(417) 882-7283
Established
Missouri since 07/07/1995
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (49 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#
MERCER ADVISORS, INC.OWNER
BRAMER, BENJAMIN EDWARDDIRECTOR3222029
CATALDO, CHRISTINE ADELECHIEF INFORMATION OFFICER3042889
DREPAUL, ROSHNI ARUNAFINOP / PFO6487453
ENCINO, MATHEW RYANGENERAL COUNCEL, SECRETARY7530163
ERKER, TORIAN BILLSCCO6309105
LEE, TRINITY YVONNEPRESIDENT & EXECUTIVE DIRECTOR /CFO/POO5472899

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

HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993Springfield, MO 65804-7211

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