TG

Trevor B. Gold

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CRD#: 7229492
TG

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 Benton Gold, who also goes by Trevor Gold, was a registered financial professional .

Trevor is a previously registered financial professional and started their career in finance in 2021. Trevor had worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Trevor Gold

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 6, 2024 - September 2, 2025

PRAXESS ADVISORS, LLC

RIA
CRD#: 328304
NASHVILLE, TN
Past

February 6, 2024 - March 31, 2025

PRAXESS SECURITIES, LLC

BD
CRD#: 326036
NASHVILLE, TN
Past

June 1, 2023 - January 10, 2024

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
Nashville, TN
Past

June 1, 2023 - January 10, 2024

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
Nashville, TN
Past

July 26, 2021 - May 31, 2023

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

April 16, 2021 - May 31, 2023

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

February 22, 2021 - March 10, 2021

&PARTNERS

BD
CRD#: 3767
NASHVILLE, TN

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: 5/17/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/22/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


PA
PRAXESS ADVISORS, LLC
PRAXESS ADVISORS, LLC

CRD#: 328304 / SEC#:

Tennessee
Registered Investment Advisory firm - (1/1/2024 Approved)
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Contact information


Main Address
3102 West End Avenue Suite 400, Nashville, TN 37203
Mailing Address
Phone number
(314) 308-6689
Established
Firm type
Fiscal year end
# of Employees
5
0

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


PRAXESS ADVISORS, LLC

CRD#: 328304

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