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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

JORGE ALBERTO TREVINO

Advisor at GRADIENT WEALTH MANAGEMENT

ARDEN HILLS, MN | El Paso, TX

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Search this name across graphsid dfx:ria:0537f85e-938a-271d-c236-8acca40365fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2009 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: GRADIENT WEALTH MANAGEMENT
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: Sep 6, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S66|S63
First exam: Sep 6, 2002
First registration: Sep 1, 2009
Dual registered: yes, broker-dealer
Other names: JORGE TREVINO
IAPD individual key: 4579361

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
GRADIENT WEALTH MANAGEMENT	Bd affiliated wealth	Apr 15, 2019	n/a	yes	ARDEN HILLS, MN\|ARDEN HILLS, MN\|El Paso, TX	Current employment
QUEST CAPITAL STRATEGIES, INC.	Former SEC adviser	Sep 19, 2013	Apr 23, 2019	no	EL PASO, TX\|LAGUNA HILLS, CA\|LAGUNA HILLS, CA\|EL PASO, TX	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Aug 31, 2011	Oct 18, 2011	no	EL PASO, TX	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 1, 2009	Jul 8, 2010	no	AUSTIN, TX\|EL PASO, 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
QUEST CAPITAL STRATEGIES, INC.	GRADIENT WEALTH MANAGEMENT	Apr 23, 2019	Apr 15, 2019	-8	Firm change	RIA to ibd
ALLSTATE FINANCIAL ADVISORS, LLC	QUEST CAPITAL STRATEGIES, INC.	Oct 18, 2011	Sep 19, 2013	702	Firm change after gap	Other
VALIC FINANCIAL ADVISORS, INC.	ALLSTATE FINANCIAL ADVISORS, LLC	Jul 8, 2010	Aug 31, 2011	419	Firm change after gap	Other

Relationships

Registered with (4)

→ GRADIENT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 15, 2019 to presentfactForm ADV
→ QUEST CAPITAL STRATEGIES, INC.Registered adviserregistration: previous registration
Sep 19, 2013 to Apr 23, 2019factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 31, 2011 to Oct 18, 2011factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 1, 2009 to Jul 8, 2010factForm ADV

Dated events

No dated event names this entity yet.