# CHAD PHILIP TREVITHICK

CHAD PHILIP TREVITHICK is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with SUMMIT FINANCIAL, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT FINANCIAL, LLC](https://search.stillhousedata.com/firm/299322) | 2025-01-01 | present | Yes |
| [SOUTHEAST FINANCIAL GROUP](https://search.stillhousedata.com/firm/151216) | 2018-02-07 | 2024-12-31 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2015-10-05 | 2017-12-21 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-09-06 | 2015-10-07 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2010-01-15 | 2012-09-07 | — |
| [MONEY CONCEPTS CAPITAL CORP](https://search.stillhousedata.com/firm/12963) | 2007-04-23 | 2009-10-29 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2003-07-24 | 2006-05-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4664534)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4664534.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.