Trevor Thomas Leidy is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with DAKOTA WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DAKOTA WEALTH ADVISORS LLC | 2022-04-06 | present | Yes |
| GRADIENT ADVISORS, LLC | 2019-09-23 | 2021-12-31 | — |
| PRUCO SECURITIES, LLC | 2018-06-04 | 2018-06-27 | — |
| CAPITAL FINANCIAL SERVICES, INC. | 2018-01-08 | 2018-04-17 | — |
| INVESTMENT CENTERS OF AMERICA, INC. | 2015-10-29 | 2017-09-20 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2012-09-24 | 2015-11-03 | — |
| NOVODYN ADVISORS LLC | 2012-07-09 | 2012-09-19 | — |
| INVESTMENT CENTERS OF AMERICA, INC. | 2006-11-02 | 2012-03-22 | — |