Trevor J. Baldwin
Professional summary
Trevor James Baldwin, who also goes by Trevor James Baldwin, is a registered financial professional currently at GLOBAL ATLANTIC DISTRIBUTORS, LLC located in New York, New York.
Trevor is registered as a RR (Registered Representative) and started their career in finance in 2023. Trevor has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Trevor James Baldwin's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2025 - Present
GLOBAL ATLANTIC DISTRIBUTORS, LLC
Office #1: 30 Hudson Yards 70th, New York, NY 10001January 13, 2023 - July 25, 2023
MUFG SECURITIES AMERICAS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/15/2025)
Exams
Series 79TO
Date: 2/3/2023
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 1/13/2023
General Securities Representative ExaminationFINRA
Current Firm
GLOBAL ATLANTIC DISTRIBUTORS, LLC
CRD#: 8326 / SEC#: , 8-25027
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GLOBAL ATLANTIC (FIN) COMPANY | OWNER | |
| BICKLER, JASON ALEXANDER | PRESIDENT AND MANAGER | 4164884 |
| MOORCROFT, WILLIAM BENJAMIN | CHIEF COMPLIANCE OFFICER | 4258952 |
| NELSON, PAULA GENEVIEVE | MANAGER, HEAD OF DISTRIBUTION | 2015528 |
| PAULOUSKY, MICHAEL RYAN | TREASURER | 7339297 |
| RAMOS, SAMUEL | GENERAL COUNSEL AND SECRETARY | 6722343 |
| RIP, OLGA | FINOP AND CHIEF FINANCIAL OFFICER | 5440553 |
| RUTHERFORD, KELLY JUNE | SENIOR VICE-PRESIDENT | 7282305 |
| SIEGEL, DEAN CYRUS | VICE PRESIDENT | 3224832 |
| TODD, ERIC DAVID | MANAGER | 2175308 |
| WEISS, DAVID LEE | SENIOR VICE PRESIDENT | 2345057 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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