Adviser and broker representative · Ameriprise Financial Services, LLC
Trevor G. Thomas
CRD 2493818 · Santa Fe, NM
At a glance
Trevor G. Thomas is an investment adviser representative with Ameriprise Financial Services, LLC in Santa Fe, NM, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trevor’s SEC record dates to 1995, about 31 years ago. Trevor is also registered as a broker representative.
Current advisory firm
- Ameriprise Financial Services, LLCSince May 1995Santa Fe, NM · $660B in regulatory assets
SEC adviser record
- Registered since
- 1995 (31 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Trevor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.