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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

ELIZABETH TREVINO

Advisor at NATIONWIDE INVESTMENT ADVISORS, LLC

COLUMBUS, OH

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Search this name across graphsid dfx:ria:b429acf8-75db-e169-044f-71331d2037d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 27, 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: NATIONWIDE INVESTMENT ADVISORS, LLC
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: Jul 2, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom 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: S65|S66|S63
First exam: Jul 2, 1991
First registration: May 27, 2014
Dual registered: yes, broker-dealer
Other names: AGNES ELIZABETH TREVINO|ELIZABETH TREVINO PEREZ|ELIZABETH TREVINO TREVINO
IAPD individual key: 1132318

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
NATIONWIDE INVESTMENT ADVISORS, LLC	Bd affiliated wealth	Jan 15, 2026	n/a	yes	COLUMBUS, OH	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 23, 2025	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|SMITHFIELD, RI\|MORAGA, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 12, 2017	Jul 13, 2018	no	SAN DIEGO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 27, 2014	Aug 21, 2014	no	Austin, TX	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
STRATEGIC ADVISERS LLC	NATIONWIDE INVESTMENT ADVISORS, LLC	Apr 23, 2025	Jan 15, 2026	267	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
CHARLES SCHWAB & CO., INC.	STRATEGIC ADVISERS LLC	Aug 21, 2014	Dec 12, 2017	1,209	Firm change after gap	Ibd to ibd

Relationships

Registered with (4)

→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 15, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 23, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 27, 2014 to Aug 21, 2014factForm ADV

Dated events

Occurred
Apr 23, 2025
Advisor changed firm
Elizabeth Trevino left Strategic Advisers Llc for Nationwide Investment Advisors, Llc (registered 2026-01-15)
Form ADVobserved 3 days ago