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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Trevor John Cornett

Advisor at ASSETMARK, INC.

CONCORD, CA | Glen Carbon, IL

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Search this name across graphsid dfx:ria:5610a95c-bd96-1e78-74df-dc3e3e00507c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 8, 2019 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: ASSETMARK, INC.
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: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 5, 2019
First registration: Jan 8, 2019
Dual registered: yes, broker-dealer
Other names: Trevor Cornett
IAPD individual key: 7032887

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
ASSETMARK, INC.	Bd affiliated wealth	Jun 21, 2022	n/a	yes	CONCORD, CA\|Glen Carbon, IL	Current employment
SEVERIN INVESTMENTS LLC	Independent wealth	Jan 13, 2022	Apr 19, 2022	no	Saint Louis, MO	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	May 8, 2019	Dec 23, 2021	no	ST. LOUIS, MO	Previous registration
EDWARD JONES	National bd RIA	Jan 8, 2019	Mar 12, 2019	no	Altamont, IL\|ST LOUIS, MO\|EFFINGHAM, IL	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
SEVERIN INVESTMENTS LLC	ASSETMARK, INC.	Apr 19, 2022	Jun 21, 2022	63	Firm change	RIA to ibd
STIFEL, NICOLAUS & COMPANY, INCORPORATED	SEVERIN INVESTMENTS LLC	Dec 23, 2021	Jan 13, 2022	21	Firm change	Ibd to RIA
EDWARD JONES	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Mar 12, 2019	May 8, 2019	57	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ ASSETMARK, INC.Registered adviserregistration: current employment
Jun 21, 2022 to presentfactForm ADV
→ SEVERIN INVESTMENTS LLCRegistered adviserregistration: previous registration
Jan 13, 2022 to Apr 19, 2022factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
May 8, 2019 to Dec 23, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 8, 2019 to Mar 12, 2019factForm ADV

Dated events

Occurred
Apr 19, 2022
Advisor changed firm
Trevor John Cornett left Severin Investments Llc for Assetmark, Inc. (registered 2022-06-21)
Form ADVobserved 6 days ago