Trenton K. Funn
Professional summary
Trenton Kamaehuokalani Funn, who also goes by Trent Funn, Trenton Funn, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Portland, Maine and FORESIDE GLOBAL SERVICES, LLC located in Portland, Maine.
Trenton is registered as a RR (Registered Representative) and started their career in finance in 2023. Trenton has worked at 14 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Trenton Kamaehuokalani Funn's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2026 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
FORESIDE GLOBAL SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
IMST DISTRIBUTORS, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
STERLING CAPITAL DISTRIBUTORS, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
QUASAR DISTRIBUTORS, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
NORTHERN FUNDS DISTRIBUTORS, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
FORESIDE FUNDS DISTRIBUTORS LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
DISTRIBUTION SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101July 6, 2026 - Present
PARNASSUS FUNDS DISTRIBUTOR, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101February 15, 2024 - June 10, 2026
ORION PORTFOLIO SOLUTIONS, LLC
February 14, 2024 - June 10, 2026
BRINKER CAPITAL SECURITIES, LLC
June 23, 2023 - October 6, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 27, 2023 - October 4, 2023
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/6/2026)
(7/6/2026)
Exams
Series 7TO
Date: 2/27/2023
General Securities Representative ExaminationFINRA
Current Firm
PARNASSUS FUNDS DISTRIBUTOR, LLC
CRD#: 15883 / SEC#: , 8-32878
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
PARNASSUS FUNDS DISTRIBUTOR, LLC
CRD#: 15883Portland, ME 04101TRUST BUT VERIFY
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