DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Trenton Schrader
Feed of 09/14/2026
Also filed as Trenton Douglas Schrader
At current firm
4 y
since Mar 1, 2022
In the industry
23 y
since Jan 24, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ascensus Investment Advisors, LLC institutional currentsince Mar 1, 2022 · Freeland, Wa
- Cuna Brokerage Services, Inc. formerDec 10, 2013 to Dec 21, 2021 · Great Bend, Ks
- Assetmark, Inc. BD affiliatedJan 11, 2011 to Nov 14, 2013 · Concord, Ca
- Key Investment Services LLC BD affiliatedMar 25, 2010 to Jul 9, 2010 · Tacoma, Wa
- Wells Fargo Advisors wirehouseJan 1, 2008 to May 19, 2008 · Merrillville, In
- A. G. Edwards & Sons, Inc. unclassifiedAug 25, 2005 to Jan 1, 2008 · Chesterton, In
Moves
a registration end followed by a registration begin elsewhere
- Cuna Brokerage Services, Inc. to Ascensus Investment Advisors, LLCleft Dec 21, 2021, registered Mar 1, 2022 (70 days) · Other
- Assetmark, Inc. to Cuna Brokerage Services, Inc.left Nov 14, 2013, registered Dec 10, 2013 (26 days) · Other
- Key Investment Services LLC to Assetmark, Inc.left Jul 9, 2010, registered Jan 11, 2011 (186 days) · Other
- Wells Fargo Advisors to Key Investment Services LLCleft May 19, 2008, registered Mar 25, 2010 (675 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address