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TT

Thomas D. Trimmer

BLOOM FINANCIAL
WESTMINSTER, CO
Some features on this profile are disabled
CRD#: 2538532
TT

Professional summary

Thomas Davis Trimmer Jr, who also goes by Thomas Davis Trimmer Jr, Thomas Davis Trimmer, is a registered financial advisor currently at BLOOM FINANCIAL, LLC located in Westminster, Colorado.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 12 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Thomas Davis Trimmer Jr | Thomas Davis Trimmer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Davis Trimmer Jr's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 19, 2025 - Present

BLOOM FINANCIAL, LLC

RIA
CRD#: 286324
WESTMINSTER, CO
Past

February 24, 2023 - December 31, 2023

WHITNEY FINANCIAL STRATEGIES, LLC

RIA
CRD#: 174946
SAN ANTONIO, TX
Past

May 25, 2018 - December 31, 2022

WHITNEY FINANCIAL STRATEGIES, LLC

RIA
CRD#: 174946
Fort Collins, CO
Past

April 2, 2012 - May 16, 2017

ACP CAPITAL MANAGEMENT, LLC

RIA
CRD#: 138556
CHICAGO, IL
Past

June 2, 2011 - November 7, 2012

BELVEDERE ADVISORS LLC

RIA
CRD#: 140719
CHICAGO, IL
Past

May 24, 2006 - January 5, 2007

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

August 28, 2003 - April 10, 2006

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

April 30, 2003 - August 25, 2003

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

July 30, 2001 - August 8, 2001

KERSHNER TRADING GROUP, LLC

BD
CRD#: 16908
AUSTIN, TX
Past

April 11, 2001 - August 8, 2001

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

June 24, 1996 - June 29, 1999

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

January 16, 1995 - July 9, 1996

PENTAD SECURITIES, INC.

BD
CRD#: 15161
SUN CITY, AZ
Past

November 18, 1994 - November 22, 1994

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

October 19, 1994 - November 14, 1994

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(11/19/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/1/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/15/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 4/6/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/18/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 5/24/2012
NFA Branch Manager Examination

Current Firm

BF
BLOOM FINANCIAL, LLC
BLOOM FINANCIAL, LLC

CRD#: 286324 / SEC#:

Colorado
Registered Investment Advisory firm - (2/28/2025 Approved)
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Contact information

Main Address
Westminster, CO
Mailing Address
390 Interlocken Crescent Suite 350, Broomfield, CO 80021
Phone number
(303) 430-0035
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLOOM FINANCIAL, LLC

CRD#: 286324Westminster, CO

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