Curtis R. Trimble
Professional summary
Curtis Ryan Trimble was a registered financial advisor .
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Curtis had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 16, Series 87, Series 86, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 22, 2026 - Present
Office #1: 528 Pilgrim Avenue, Birmingham, MI 48009
July 19, 2021 - May 11, 2026
SOLYCO WEALTH LLC
February 24, 2017 - March 9, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
February 14, 2017 - March 9, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
January 3, 2017 - March 9, 2020
AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
September 11, 2015 - December 31, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
June 5, 2015 - January 18, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
April 28, 2014 - January 9, 2015
BREAN CAPITAL, LLC
May 14, 2012 - March 17, 2014
GLOBAL HUNTER SECURITIES, LLC
August 2, 2010 - December 19, 2011
MKM PARTNERS LLC
January 2, 2008 - July 13, 2010
NATIXIS SECURITIES AMERICAS LLC
December 6, 2006 - December 17, 2007
CANACCORD GENUITY LLC
December 6, 2005 - December 7, 2006
STERNE, AGEE & LEACH, INC.
August 13, 2002 - December 7, 2005
FERRIS, BAKER WATTS, LLC
June 21, 2000 - June 5, 2002
FROST SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/22/2026)
Exams
Current firm
No current employment
Red Flags
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