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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

TRENTON GLEN ADAMS

Advisor at SOVRAN ADVISORS, LLC

SAN DIEGO, CA | Costa Mesa, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 6, 2002 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: SOVRAN 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: May 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 1, 1992
First registration: May 6, 2002
Dual registered: yes, broker-dealer
Other names: TRENTON G ADAMS|TRENT ADAMS
IAPD individual key: 2218480

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
SOVRAN ADVISORS, LLC	Independent wealth	Feb 23, 2024	n/a	yes	SAN DIEGO, CA\|Costa Mesa, CA	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Mar 6, 2024	no	Costa Mesa, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 24, 2015	Mar 25, 2017	no	IRVINE, CA	Previous registration
GWN SECURITIES INC.	Bd affiliated wealth	Jan 14, 2005	May 12, 2015	no	MISSION VIEJO, CA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|TUSTIN, CA	Previous registration
PMG ASSET MANAGEMENT INC	n/a	May 6, 2002	Jan 14, 2005	no	TUSTIN, CA	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
MML INVESTORS SERVICES, LLC	SOVRAN ADVISORS, LLC	Mar 6, 2024	Feb 23, 2024	-12	Bulk transfer	Ibd to new firm
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
GWN SECURITIES INC.	MSI FINANCIAL SERVICES, INC.	May 12, 2015	Apr 24, 2015	-18	Firm change	Other
PMG ASSET MANAGEMENT INC	GWN SECURITIES INC.	Jan 14, 2005	Jan 14, 2005	0	Firm change	Other

Relationships

Registered with (5)

→ SOVRAN ADVISORS, LLCRegistered adviserregistration: current employment
Feb 23, 2024 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to Mar 6, 2024factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 24, 2015 to Mar 25, 2017factForm ADV
→ GWN SECURITIES INC.Registered adviserregistration: previous registration
Jan 14, 2005 to May 12, 2015factForm ADV
→ PMG ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
May 6, 2002 to Jan 14, 2005factForm ADV

Dated events

No dated event names this entity yet.