Thomas D. Trimmer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Thomas Davis Trimmer Jr, who also goes by Thomas Davis Trimmer Jr, Thomas Davis Trimmer, was a registered financial professional .
Thomas is a previously registered financial professional and started their career in finance in 1994. Thomas had worked at 12 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 30 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 19, 2025 - May 20, 2026
BLOOM FINANCIAL, LLC
February 24, 2023 - December 31, 2023
WHITNEY FINANCIAL STRATEGIES, LLC
May 25, 2018 - December 31, 2022
WHITNEY FINANCIAL STRATEGIES, LLC
April 2, 2012 - May 16, 2017
ACP CAPITAL MANAGEMENT, LLC
June 2, 2011 - November 7, 2012
BELVEDERE ADVISORS LLC
May 24, 2006 - January 5, 2007
FIS BROKERAGE & SECURITIES SERVICES LLC
August 28, 2003 - April 10, 2006
GREAT POINT CAPITAL LLC
April 30, 2003 - August 25, 2003
FIS BROKERAGE & SECURITIES SERVICES LLC
July 30, 2001 - August 8, 2001
KERSHNER TRADING GROUP, LLC
April 11, 2001 - August 8, 2001
PROTRADER SECURITIES L.P.
June 24, 1996 - June 29, 1999
CETERA ADVISORS LLC
January 16, 1995 - July 9, 1996
PENTAD SECURITIES, INC.
November 18, 1994 - November 22, 1994
AEGON USA SECURITIES INC.
October 19, 1994 - November 14, 1994
CHATFIELD DEAN & CO., INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 55
Date: 4/6/2001
Limited Representative-Equity Trader ExamCurrent Firm
BLOOM FINANCIAL, LLC
CRD#: 286324 / SEC#:
Contact information
Red Flags
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