Joseph Thomas Trimble is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2023-08-24 | present | Yes |
| SAVANT CAPITAL, LLC | 2021-02-18 | 2022-08-01 | — |
| YHB WEALTH ADVISORS, LLC | 2018-09-21 | 2021-02-24 | — |
| CHARLES SCHWAB & CO., INC. | 2018-04-09 | 2018-07-05 | — |