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

Trevor Guenther

Wells Fargo AdvisorswirehouseReno, Nv dual registrantIAPD 7274250

Feed of 09/15/2026

Also filed as Trevor A Guenther

At current firm

0 y

since Sep 2, 2026

In the industry

12 y

since Aug 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Sep 2, 2026 · Scottsdale, Az
Lido independent RIA
Oct 3, 2025 to Aug 12, 2026 · Scottsdale, Az
RBC Capital Markets, LLC national BD
Jan 2, 2025 to Sep 19, 2025 · Scottsdale, Az
Robert W. Baird & Co. Incorporated mixed wealth
Oct 11, 2023 to Jan 15, 2025 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Lido to Wells Fargo Advisors
left Aug 12, 2026, registered Sep 2, 2026 (21 days) · RIA to wirehouse
RBC Capital Markets, LLC to Lido
left Sep 19, 2025, registered Oct 3, 2025 (14 days) · Affiliated broker-dealer or bank to independent RIA
Robert W. Baird & Co. Incorporated to RBC Capital Markets, LLC
left Jan 15, 2025, registered Jan 2, 2025 (-13 days) · RIA to affiliated broker-dealer or bank

Signals

Trevor Guenther left Lido for Wells Fargo Advisors (registered 2026-09-02)
Aug 12, 2026 · Advisor changed firm · fact
Trevor Guenther left Rbc Capital Markets, Llc for Lido (registered 2025-10-03)
Sep 19, 2025 · Advisor changed firm · fact
Trevor Guenther left Robert W. Baird & Co. Incorporated for Rbc Capital Markets, Llc (registered 2025-01-02)
Jan 15, 2025 · Advisor changed firm · fact

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: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address