TREVOR LOONEY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-14 | 2025-03-31 | — |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 2018-10-24 | 2021-03-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2016-09-14 | 2018-05-14 | — |
| KEY INVESTMENT SERVICES LLC | 2015-09-15 | 2016-08-15 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2013-02-22 | 2015-09-16 | — |
| GBS FINANCIAL CORP. | 2012-08-02 | 2012-11-09 | — |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 2007-07-17 | 2011-10-03 | — |