Trevor A Wade is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with CITIZENS SECURITIES, INC., CLARFELD FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS, LLC | 2026-06-17 | present | Yes |
| CITIZENS SECURITIES, INC. | 2026-06-17 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2021-11-19 | 2026-06-18 | — |