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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)45 years in industry

CARL MARTIN TREVISAN

Advisor at WELLS FARGO ADVISORS

ALEXANDRIA, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 31, 1993 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 26, 1980
First registration: Jul 31, 1993
Dual registered: yes, broker-dealer
IAPD individual key: 715623

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
WELLS FARGO ADVISORS	Wirehouse	Dec 14, 2015	n/a	yes	ALEXANDRIA, VA	Current employment
MCLAUGHLIN RYDER ADVISORY SERVICES, LLC	Former SEC adviser	May 23, 2011	Mar 9, 2016	no	ALEXANDRIA, VA	Previous registration
COBURN & MEREDITH, INC.	Former SEC adviser	Nov 9, 2007	May 23, 2011	no	SIMSBURY, CT\|ALEXANDRIA, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 31, 1993	Apr 25, 2007	no	ALEXANDRIA, VA\|ALEXANDRIA, VA	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
MCLAUGHLIN RYDER ADVISORY SERVICES, LLC	WELLS FARGO ADVISORS	Mar 9, 2016	Dec 14, 2015	-86	Firm change after gap	Other
COBURN & MEREDITH, INC.	MCLAUGHLIN RYDER ADVISORY SERVICES, LLC	May 23, 2011	May 23, 2011	0	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	COBURN & MEREDITH, INC.	Apr 25, 2007	Nov 9, 2007	198	Firm change	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Dec 14, 2015 to presentfactForm ADV
→ MCLAUGHLIN RYDER ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 23, 2011 to Mar 9, 2016factForm ADV
→ COBURN & MEREDITH, INC.Registered adviserregistration: previous registration
Nov 9, 2007 to May 23, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 31, 1993 to Apr 25, 2007factForm ADV

Dated events

No dated event names this entity yet.