# TRINITY FINANCIAL PARTNERS

TRINITY FINANCIAL PARTNERS of UPLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136969
- Type: SEC-registered investment adviser
- SEC file number: 801-68517
- Location: 1125 E 16TH STREET, UPLAND, CA, 91784
- Phone: 909-481-4000
- Latest filing: 2026-03-05
- Clients: 1

## Business model

- Compensation: Other
- Clients served: Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| FISHER P BRIAN | PARTNER | NEWTON, MA |
| FISHER JAMES LEE | PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CCO | — |
| YOUNGBLOOD MALTON BERT | VICE PRESIDENT/DIRECTOR | — |
| WIKOFF KARYN MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| BEISEKER KARYN MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| HURLBUT JAMES BRADFORD | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136969/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136969/similar
- Related entities: https://search.stillhousedata.com/firm/136969/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136969

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.