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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

TREVOR KENT THOMPSON

Advisor at CPC ADVISORS, LLC

ATLANTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 25, 2005 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: CPC ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 19, 2005
First registration: Aug 25, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4978856

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
CPC ADVISORS, LLC	Independent wealth	May 3, 2017	n/a	yes	ATLANTA, GA	Current employment
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 24, 2007	Jun 27, 2016	no	ATLANTA, GA	Previous registration
GV FINANCIAL ADVISORS, INC.	n/a	Jun 19, 2007	Dec 6, 2011	no	ATLANTA, GA	Previous registration
JOYN ADVISORS, INC.	Former SEC adviser	Jun 19, 2007	Jun 10, 2016	no	ATLANTA, GA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Aug 25, 2005	Mar 30, 2006	no	ATLANTA, GA	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
SECURIAN FINANCIAL SERVICES, INC.	CPC ADVISORS, LLC	Jun 27, 2016	May 3, 2017	310	Firm change	Other
JOYN ADVISORS, INC.	SECURIAN FINANCIAL SERVICES, INC.	Jun 10, 2016	Aug 24, 2007	-3,213	Firm change after gap	Other
GV FINANCIAL ADVISORS, INC.	JOYN ADVISORS, INC.	Dec 6, 2011	Jun 19, 2007	-1,631	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	GV FINANCIAL ADVISORS, INC.	Mar 30, 2006	Jun 19, 2007	446	Firm change after gap	Other

Relationships

Registered with (5)

→ CPC ADVISORS, LLCRegistered adviserregistration: current employment
May 3, 2017 to presentfactForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 24, 2007 to Jun 27, 2016factForm ADV
→ JOYN ADVISORS, INC.Registered adviserregistration: previous registration
Jun 19, 2007 to Jun 10, 2016factForm ADV
→ GV FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 19, 2007 to Dec 6, 2011factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Aug 25, 2005 to Mar 30, 2006factForm ADV

Dated events

No dated event names this entity yet.