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RIA / WealthAdvisor14 years in industry

DAVID TREJO

Advisor at TOTAL WEALTH SERVICES, LLC

Westlake Village, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ddfa5cbd-e772-b2d8-7bef-7bbdc183f44b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 7, 2017 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: TOTAL WEALTH SERVICES, 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: Jul 17, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 17, 2012
First registration: Jun 7, 2017
Dual registered: no
IAPD individual key: 6086356

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
TOTAL WEALTH SERVICES, LLC	Independent wealth	Nov 25, 2024	n/a	yes	Westlake Village, CA	Current employment
MARINER INDEPENDENT	Independent wealth	Nov 7, 2023	Sep 5, 2024	no	Westlake Village, CA\|Agoura Hills, CA	Previous registration
VALTRION CAPITAL MANAGEMENT, LLC	Independent wealth	Dec 8, 2022	Jan 6, 2023	no	Van Nuys, CA\|FRANKLIN, TN	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 27, 2018	Nov 25, 2021	no	Woodland Hills, CA\|GLENDALE, CA\|Pasadena, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Nov 25, 2021	no	OMAHA, NE\|Glendale, CA\|Pasadena, CA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jun 7, 2017	Feb 26, 2018	no	SAINT LOUIS, MO	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
MARINER INDEPENDENT	TOTAL WEALTH SERVICES, LLC	Sep 5, 2024	Nov 25, 2024	81	Firm change	RIA to RIA
VALTRION CAPITAL MANAGEMENT, LLC	MARINER INDEPENDENT	Jan 6, 2023	Nov 7, 2023	305	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Nov 25, 2021	Feb 27, 2018	-1,367	Channel change	Other
TD AMERITRADE, INC.	VALTRION CAPITAL MANAGEMENT, LLC	Nov 25, 2021	Dec 8, 2022	378	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
305418:331833:CA:2024-09-05	Sep 5, 2024	Nov 25, 2024	AGOURA HILLS, CA	Firm change

Relationships

Registered with (6)

→ TOTAL WEALTH SERVICES, LLCRegistered adviserregistration: current employment
Nov 25, 2024 to presentfactForm ADV
→ MARINER INDEPENDENTRegistered adviserregistration: previous registration
Nov 7, 2023 to Sep 5, 2024factForm ADV
→ VALTRION CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 8, 2022 to Jan 6, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Nov 25, 2021factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 27, 2018 to Nov 25, 2021factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jun 7, 2017 to Feb 26, 2018factForm ADV

Dated events

Occurred
Sep 5, 2024
Advisor changed firm
David Trejo left Mariner Independent for Total Wealth Services, Llc (registered 2024-11-25)
Form ADVobserved 3 days ago
Occurred
Jan 6, 2023
Advisor changed firm
David Trejo left Valtrion Capital Management, Llc for Mariner Independent (registered 2023-11-07)
Form ADVobserved 3 days ago