Trevor S. Odom

ARMADA ADVISORS

Pensacola, FL 32501

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CRD#: 7231888

Professional summary

Trevor Samuel Odom is a registered financial advisor currently at ARMADA ADVISORS located in Pensacola, Florida.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Trevor has worked at 2 firms and has passed the Series 65 exam.

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 Samuel Odom'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

January 19, 2022 - Present

ARMADA ADVISORS

Office #1: 1800 N E Street, Pensacola, FL 32501

RIA

CRD#: 150416

Pensacola, FL

Past

September 1, 2021 - January 19, 2022

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

Milan, Lombardy,

Past

May 15, 2020 - May 6, 2021

ARMADA ADVISORS

RIA

CRD#: 150416

PENSACOLA, FL

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".

ARMADA ADVISORS

ARMADA ADVISORS | ARMADA ADVISORS, INC.

CRD#: 150416 / SEC#: 801-120409

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Alabama

Registered Investment Advisory firm - (4/13/2021 Terminated)

Florida

Registered Investment Advisory firm - (4/13/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (5/3/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/28/2022)

IAR

Louisiana
(1/19/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/12/2020

Uniform Investment Adviser Law Examination

Current Firm

ARMADA ADVISORS

ARMADA ADVISORS | ARMADA ADVISORS, INC.

CRD#: 150416 / SEC#: 801-120409

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Alabama

Registered Investment Advisory firm - (4/13/2021 Terminated)

Florida

Registered Investment Advisory firm - (4/13/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (5/3/2021 Terminated)

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Contact information

Main Address

1800 N E Street, Pensacola, FL 32501

Mailing Address

Phone number

(850) 497-6167

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUPPLEMENTAL 2025 (2/4/2025)

BROCHURE 2025 (2/4/2025)

Regulatory assets under management

Total Number of Accounts	801
AUM (Assets Under Management)	$ 168,330,387

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.

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Trevor S. Odom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Samuel Odom's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARMADA ADVISORS

BEACON GLOBAL ADVISOR NETWORK, LLC

ARMADA ADVISORS

Primary Firm SEC Registration

ARMADA ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/2020

Current Firm

ARMADA ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARMADA ADVISORS

TRUST BUT VERIFY

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