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DAVID TREJO
CRD#: 6086356
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Investment Adviser
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Previous Broker
TOTAL WEALTH SERVICES, LLCCRD#: 331833 4165 E Thousand Oaks Blvd.
Ste. 355
Westlake Village, CA 91362
Registration History
201220142016201820202022202420263 FIRMS2018 - 2021 (3 years)IATOTAL WEALTH SERVICES, LLC (CRD# 331833)2024 - Present (<1 year)BSCOTTRADE, INC. (CRD# 8206)2014 - 2018 (3 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2014 (1 year)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2012 - 2012 (<1 year)IAMARINER INDEPENDENT (CRD# 305418)2023 - 2024 (<1 year)IAREAL TALK CAPITAL, LLC (CRD# 318048)2022 - 2023 (<1 year)IASCOTTRADE INVESTMENT MANAGEMENT (CRD# 169988)2017 - 2018 (<1 year)
License(s)

State Registrations

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California 11/25/2024

Current Registration(s)
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TOTAL WEALTH SERVICES, LLC (CRD#:331833)
4165 E Thousand Oaks Blvd. Ste. 355, Westlake Village, CA 91362
Registered with this firm since 11/25/2024

Previous Registration(s)
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11/07/2023 - 09/05/2024 MARINER INDEPENDENT (CRD#:305418) Westlake Village, CA
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12/08/2022 - 01/06/2023 REAL TALK CAPITAL, LLC (CRD#:318048) Van Nuys, CA
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02/27/2018 - 11/25/2021 TD AMERITRADE, INC. (CRD#:7870) PASADENA, CA
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02/26/2018 - 11/25/2021 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Pasadena, CA
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02/26/2018 - 11/25/2021 TD AMERITRADE, INC. (CRD#:7870) PASADENA, CA
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06/07/2017 - 02/26/2018 SCOTTRADE INVESTMENT MANAGEMENT (CRD#:169988) SAINT LOUIS, MO
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05/29/2014 - 02/26/2018 SCOTTRADE, INC. (CRD#:8206) ENCINO, CA
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10/01/2012 - 04/03/2014 J.P. MORGAN SECURITIES LLC (CRD#:79) RESEDA, CA
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07/10/2012 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) RESEDA, CA
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.