Trevor Burlison
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 Burlison, who also goes by Trevor Anthony Burlison, was a registered financial professional .
Trevor is a previously registered financial professional and started their career in finance in 2015. Trevor had worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 19, 2025 - April 23, 2026
GRANT WILLIAMS L.P.
January 19, 2024 - July 23, 2024
ASSETMARK, INC.
January 17, 2024 - July 23, 2024
ASSETMARK BROKERAGE, LLC
September 20, 2023 - December 20, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 18, 2023 - December 20, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 19, 2022 - August 1, 2023
ASSETMARK, INC.
May 24, 2017 - August 1, 2023
ASSETMARK BROKERAGE, LLC
May 5, 2017 - January 18, 2022
ASSETMARK, INC.
September 18, 2015 - February 20, 2017
LONGBOARD ASSET MANAGEMENT
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
Series 7TO
Date: 10/17/2023
General Securities Representative ExaminationCurrent Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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