# Joseph Thomas Trimble

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROOT FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/290289) | 2023-08-24 | present | Yes |
| [SAVANT CAPITAL,  LLC](https://search.stillhousedata.com/firm/107271) | 2021-02-18 | 2022-08-01 | — |
| [YHB WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/291713) | 2018-09-21 | 2021-02-24 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2018-04-09 | 2018-07-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6691419)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6691419.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing 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.