TRENT ROBERT OVERZET is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with STRATEGIC INVESTMENT SOLUTIONS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT, LP | 2021-04-28 | 2021-05-26 | — |
| STRATEGIC INVESTMENT SOLUTIONS, INC. | 2021-04-14 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2016-12-22 | 2017-06-24 | — |