Robyn Elizabeth Jameson

Current Employers

Employment History

• 02/2010 → Present
  Trinity Financial Partners Ii, Llc.
  Wayne, PA
• 02/2010 → Present
  Trinity Financial Partners, Ltd.
  Wayne, PA
• 03/2010 → Present
  Kestra Investment Services, Llc.
  Wayne, PA
• 01/2011 → Present
  Trinity Financial Partners, Inc.
  Wayne, PA
• 12/2024 → Present
  Merit Financial Advisors
  Berwyn, PA
• 12/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2010-03-02 → 2025-01-02
  Trinity Financial Partners Ii, Llc
  Wayne, PA
  Berwyn, PA

Other Businesses

1. Merit Financial Advisors. Investment Related: At registered location. RIA. Partner/IAR. 12/2024. 160. 160. IAR duties 2. Trinity Financial Partners, Ltd. Investment Related. 1189 Lancaster Avenue, Suite 101, Berwyn, PA 19312. Operating entity Position. Owner. 3/2010. 1. 0. Income directed to Merit. 3. Trinity Financial Partners II LLC. Investment Related. 1189 Lancaster Avenue, Suite 101, Berwyn, PA 19312. RIA. Owner/President/IAR. 3/2010.129. 3. 0. Chief Compliance Officer, Owner. Investment Management. 4. Trinity Financial Partners, Inc. Investment Related. 189 Lancaster Avenue, Suite 101, Berwyn, PA 19312. Support company. Owner. 3/2010. 1. 0. Conduct quarterly board meeting. Receive insurance overrides. 5. Intimate Allies. Non-Investment Related. 1189 Lancaster Avenue, Suite 202 Berwyn PA 19312. Non-Profit Organization. Board Member & Treasure. 4/2018. 6. 0. Treasurer Duties 6. Fixed Insurance. Investment Related. 1189 Lancaster Avenue, Suite 101 Berwyn PA 19312. Insurance. Agent. 12/2024. 3. 3. Insurance servicing and sales 7. 10 Twin Creek LLC. Non-Investment Related.10 Twin Creek Berwyn PA 19312. Real Estate. Owner. 12/2021. 0. 0. None 8. 33133 Old Lake Avenue. Non-investment related. 3133 OLD LAKE Old Lake Road, Pocono Pines PA 18350. Real Estate. Owner. 8/2018. 1. 0. Collect rent from renters. 9. WHITE HORSE FARM. Non-Investment Related. 8 Barr Road, Berwyn PA 19312. Real Estate. Owner. 1/21. 0. 5. none 10. DELAWARE COUNTY CHRISTIAN SCHOOL DEVELOPMENT COMMITTEE. Non-Investment Related. 462 Malin Road Newtown Square, PA 19073. Non-Profit Organization. Chair Member. 8. 4. Development and advancement committee. 11. 6 and 10 Barr Rd Rental Properties. Non-Investment Related. 6, 10 Barr Rd, Berwyn, PA. Real Estate. Owner. 2/2020. 2. 0. Collect rental income. 12. The Bridlewood Opportunity Trust. Non-Investment Related. 1199 Lancaster Ave., Ste. 100 Berwyn PA. Trust. Trustee. 9/2024. 2. 0. Oversee investment decisions. 13. The Connie B. Freeh Trust. Non-Investment Related. 1199 Lancaster Ave., Ste. 100 Berwyn PA. Trust. Trustee. 11/2023. 0. 0. I am the Trustee of a Trust for my mother, Direct the investments and distribution decisions. 14. CRC Watersheds Association. Non-Investment Related. 5316 West Chester Pike, Newtown Square, PA. Non-Profit. Board Member. 02/12/2025. 4.2. I would sit on the finance committee and be involved in development and community events. 15. 12 Baskets LLC; Investment-related; 1199 Lancaster Avenue, Suite 100, Berwyn, PA 19312; Construction loan to a church; Member; 2026-04-30; 1 hour monthly; 0 hours during securities trading hours; We will be releasing money out of the this entity to fund the construction of a church building and they will be requesting funds as vendors need payment. The account is only a cash banking account.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-19
• S63 Uniform Securities Agent State Law Examination
  2002-08-18

Designations

Other Names

• Robyn Elizabeth Freeh