Trevor Webb has been an investment adviser representative at Pathway Financial Solutions since March 2026, and is not listed among the firm’s executive officers or direct owners.
Pathway Financial Solutions, Inc. is a Salina, KS firm with $135M under management, 309 clients and 4 advisers in one office, as of its July 2026 filing.
Trevor Webb’s longest registration is the current one, under a year at Pathway Financial Solutions since 2026. Before joining Pathway Financial Solutions in 2026, Trevor Webb was registered through Ofg Financial Services, Inc.
- – present · under a yearSalina, KS · Adviser representative · Firm CRD 340594
- Ofg Financial Services, Inc.– · under a yearSalina, KS · Adviser representative · Firm CRD 23940
Investment adviser representative registrations
Trevor Webb is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- KansasSince 13 March 2026
- TexasSince 13 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 20 February 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2025 |
| Series 7TO | General Securities Representative Examination | 27 August 2024 |
| SIE | Securities Industry Essentials Examination | 24 July 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trevor Joseph Webb
- CRD
- 7971212
- Firm
- Pathway Financial Solutions · CRD 340594
- Office
- 120 S SANTA FE, Salina, KS 67401
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Trevor Webb work?
Trevor Webb is an investment adviser representative registered through Pathway Financial Solutions, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Webb a financial advisor?
Yes. Trevor Webb has a current investment-adviser registration in Kansas and Texas, through Pathway Financial Solutions since March 2026.
How many years of experience does Trevor Webb have?
Trevor Webb has 2 years in the financial industry, since August 2024, across 2 adviser firms.
What exams has Trevor Webb passed?
Trevor Webb has passed 4 licensing exams: the SIE, Series 7TO, Series 65 and Series 63. The earliest, the SIE, was passed in July 2024.
Where did Trevor Webb work before Pathway Financial Solutions?
Before Pathway Financial Solutions, Trevor Webb was registered through Ofg Financial Services, Inc., January 2026 to March 2026.
Where is Trevor Webb based?
Trevor Webb’s registered office is in Salina, KS.
Is Trevor Webb registered with FINRA?
No. Trevor Webb has no current broker registration.
How can I verify Trevor Webb’s record?
Search CRD 7971212 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Webb’s full registration record.
