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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Trevor Scott Davenport

Advisor at PTMA INVESTMENT ADVISORS

DENVER, CO

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Search this name across graphsid dfx:ria:79d50e45-0ea0-5ba0-791e-42dc9530932e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2014 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: PTMA INVESTMENT ADVISORS
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 14, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 14, 2014
First registration: Mar 17, 2014
Dual registered: yes, broker-dealer
IAPD individual key: 6199716

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
PTMA INVESTMENT ADVISORS	Asset manager	Nov 12, 2025	n/a	yes	DENVER, CO	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 31, 2020	Dec 12, 2023	no	STILLWATER, OK\|STILLWATER, OK\|PALATINE, IL\|TISHOMINGO, OK\|WICHITA, KS\|OKLAHOMA CITY, OK\|TULSA, OK	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 7, 2017	Sep 14, 2020	no	MIDWEST CITY, OK	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Apr 24, 2015	Feb 9, 2017	no	STILLWATER, OK	Previous registration
EDWARD JONES	National bd RIA	Mar 17, 2014	Jan 30, 2015	no	Maryland Heights, MO\|Maryland Heights, MO\|EDMOND, OK	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
LPL FINANCIAL LLC	PTMA INVESTMENT ADVISORS	Dec 12, 2023	Nov 12, 2025	701	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	LPL FINANCIAL LLC	Sep 14, 2020	Aug 31, 2020	-14	Firm change	Ibd to ibd
INVEST FINANCIAL CORPORATION	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 9, 2017	Mar 7, 2017	26	Firm change	Other
EDWARD JONES	INVEST FINANCIAL CORPORATION	Jan 30, 2015	Apr 24, 2015	84	Firm change	Other

Relationships

Registered with (5)

→ PTMA INVESTMENT ADVISORSRegistered adviserregistration: current employment
Nov 12, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 31, 2020 to Dec 12, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 7, 2017 to Sep 14, 2020factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Apr 24, 2015 to Feb 9, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 17, 2014 to Jan 30, 2015factForm ADV

Dated events

Occurred
Dec 12, 2023
Advisor changed firm
Trevor Scott Davenport left Lpl Financial Llc for Ptma Investment Advisors (registered 2025-11-12)
Form ADVobserved 6 days ago