4601 W North A Street, Tampa, FL, 33609-1909
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Trevor is an employee of Diversified Individual Brokerage LLC, selling life insurance and fixed annuities since 2012, dedicating about a quarter of his time. He is also the principal of YRD LLC, selling insurance, which takes nearly full-time hours. Additionally, Trevor is Vice President of Darwin Wealth Management, a financial planning and asset management firm, dedicating about a quarter of his time.