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DT

David Trevino

DISRUPTIVE SECURITIES
Dallas, TX 75201
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CRD#: 8095381
DT
David TrevinoDISRUPTIVE SECURITIES

Professional summary

David Trevino is a registered financial professional currently at DISRUPTIVE SECURITIES located in Dallas, Texas.

David is registered as a RR (Registered Representative) and started their career in finance in 2025. David has worked at 1 firm and has passed the Series 7TO and SIE exams.

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) - BD

Click below to view David Trevino'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

August 4, 2025 - Present

DISRUPTIVE SECURITIES

Office #1: 200 Crescent Court Suite 1175 , Dallas, TX 75201
BD
CRD#: 299155
Dallas, TX

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

General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/28/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DS
DISRUPTIVE SECURITIES
DISRUPTIVE SECURITIES | DISRUPTIVE SECURITIES, LLC

CRD#: 299155 / SEC#: , 8-70241

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
368 9th Avenue Suite 5-128 6th Floor, New York, NY, 10001
Mailing Address
369 9th Avenue Suite 5-128 6th Floor, New York, NY, 10001
Phone number
(973) 650-4385
Established
Delaware since 09/24/2018
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DTA MASTER, LLCSOLE MEMBER
EDWARDS, MILES JOSHUACHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER2040332
SILVESTRO, MICHELE ANNFINANCIAL AND OPERATIONS PRINCIPAL6960939

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

DISRUPTIVE SECURITIES

CRD#: 299155Dallas, TX 75201

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