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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

Javier Agustin Trevino

Advisor at KESTRA ADVISORY SERVICES, LLC

AUSTIN, TX | Austin, TX

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Search this name across graphsid dfx:ria:0203ce72-126c-b2d0-6da7-d6717296195e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 18, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KESTRA ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 24, 2014
First registration: May 18, 2015
Dual registered: yes, broker-dealer
Other names: JAVIER A TREVINO|J. AGUSTIN TREVINO
IAPD individual key: 6404236

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 30, 2023	n/a	yes	AUSTIN, TX\|Austin, TX	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	May 23, 2020	Sep 22, 2022	no	San Antonio, TX\|Austin, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	May 18, 2015	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2022	Jan 30, 2023	130	Firm change	Ibd to ibd
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	May 23, 2020	-1	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other

Relationships

Registered with (4)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jan 30, 2023 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 23, 2020 to Sep 22, 2022factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
May 18, 2015 to Jan 8, 2018factForm ADV

Dated events

Occurred
Sep 22, 2022
Advisor changed firm
Javier Agustin Trevino left Charles Schwab & Co., Inc. for Kestra Advisory Services, Llc (registered 2023-01-30)
Form ADVobserved 6 days ago