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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

Trevor Burlison

Advisor at RAYMOND JAMES INVESTMENT MANAGEMENT

ST PETERSBURG, FL | Canton, GA

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Search this name across graphsid dfx:ria:b6b5c33c-d360-4542-2b6e-d8922fae2cc0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 18, 2015 to Sep 15, 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: RAYMOND JAMES INVESTMENT MANAGEMENT
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: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 2, 2015
First registration: Sep 18, 2015
Dual registered: yes, broker-dealer
Other names: Trevor Anthony Burlison
IAPD individual key: 6545660

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
RAYMOND JAMES INVESTMENT MANAGEMENT	Asset manager	Jun 8, 2026	n/a	yes	Canton, GA\|ST PETERSBURG, FL	Current employment
ASSETMARK, INC.	Bd affiliated wealth	Jan 19, 2024	Jul 23, 2024	no	Woodstock, GA\|CONCORD, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Sep 20, 2023	Dec 20, 2023	no	Johns Creek, GA	Previous registration
ASSETMARK, INC.	Bd affiliated wealth	May 5, 2017	Aug 1, 2023	no	Chicago, IL\|CONCORD, CA\|Woodstock, GA\|Atlanta, GA\|Woodstock, GA	Previous registration
LONGBOARD ASSET MANAGEMENT	Asset manager	Sep 18, 2015	Feb 20, 2017	no	PHOENIX, AZ	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
ASSETMARK, INC.	RAYMOND JAMES INVESTMENT MANAGEMENT	Jul 23, 2024	Jun 8, 2026	685	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	ASSETMARK, INC.	Dec 20, 2023	Jan 19, 2024	30	Firm change	Ibd to ibd
ASSETMARK, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 1, 2023	Sep 20, 2023	50	Firm change	Ibd to ibd
LONGBOARD ASSET MANAGEMENT	ASSETMARK, INC.	Feb 20, 2017	May 5, 2017	74	Firm change	Other

Relationships

Registered with (4)

→ RAYMOND JAMES INVESTMENT MANAGEMENTRegistered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Jan 19, 2024 to Jul 23, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 20, 2023 to Dec 20, 2023factForm ADV
→ LONGBOARD ASSET MANAGEMENTRegistered adviserregistration: previous registration
Sep 18, 2015 to Feb 20, 2017factForm ADV

Dated events

Occurred
Jul 23, 2024
Advisor changed firm
Trevor Burlison left Assetmark, Inc. for Raymond James Investment Management (registered 2026-06-08)
Form ADVobserved 4 days ago
Occurred
Dec 20, 2023
Advisor changed firm
Trevor Burlison left Cambridge Investment Research Advisors, Inc. for Assetmark, Inc. (registered 2024-01-19)
Form ADVobserved 4 days ago
Occurred
Aug 1, 2023
Advisor changed firm
Trevor Burlison left Assetmark, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2023-09-20)
Form ADVobserved 4 days ago