Kimberly Ann Trimmer

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-08-31

NJ RA
APPROVED

Since 2026-08-31

Branch Locations

Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • United States

Cwm Retail, Sales 700 Route 17 N., Paramus, NJ 07653 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-02-03
CT	RA	APPROVED	2026-01-08
NJ	RA	APPROVED	2023-04-26

NY RA
APPROVED

Since 2026-02-03
CT RA
APPROVED

Since 2026-01-08
NJ RA
APPROVED

Since 2023-04-26

Branch Locations

250 Westport Ave, Norwalk, CT 06851 • United States

55 Whitney Ave, New Haven, CT 06510 • United States

371 Tarrytown Rd, White Plains, NY 10607 • United States

73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lakeland Bank	Caldwell	NJ	02/2011	04/2023
Raymond James Financial Services, Inc.	Caldwell	NJ	05/2016	04/2023
Lakeland Financial Services Agency Inc	Caldwell	NJ	07/2018	04/2023
Raymond James Financial Services Advisors, Inc.	Hackensack	NJ	11/2022	04/2023
Affinity Fcu	Basking Ridge	NJ	04/2023	08/2026
Lpl Financial Llc	Basking Ridge	NJ	04/2023	08/2026
Lakeland Financial	Caldwell	NJ	04/2011	04/2023
Lakeland Financial Services	Caldwell	NJ	04/2011	04/2023
Lakeland Financial	Caldwell	NJ	04/2022	04/2023
Lakeland Bank	Caldwell	NJ	04/2011	04/2022
Citigroup Global	New York	NY	08/2026	Present

02/2011 → 04/2023

Lakeland Bank

Caldwell, NJ
05/2016 → 04/2023

Raymond James Financial Services, Inc.

Caldwell, NJ
07/2018 → 04/2023

Lakeland Financial Services Agency Inc

Caldwell, NJ
11/2022 → 04/2023

Raymond James Financial Services Advisors, Inc.

Hackensack, NJ
04/2023 → 08/2026

Affinity Fcu

Basking Ridge, NJ
04/2023 → 08/2026

Lpl Financial Llc

Basking Ridge, NJ
04/2011 → 04/2023

Lakeland Financial

Caldwell, NJ
04/2011 → 04/2023

Lakeland Financial Services

Caldwell, NJ
04/2022 → 04/2023

Lakeland Financial

Caldwell, NJ
04/2011 → 04/2022

Lakeland Bank

Caldwell, NJ
08/2026 → Present

Citigroup Global

New York, NY

Previous Registrations

2022-11-29 → 2023-04-25

Raymond James Financial Services Advisors, Inc

Hackensack, NJ

Other Businesses

1) 03/2023 - Affinity Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - Basking Ridge, NJ ENDED 08/2026 2) 03/2023 - Notary - Inv. related - Caldwell, NJ - Notary - Start Date 01/01/2023 - 1hr/month STILL A NOTARY 3) 04/05/2024 - Comprehensive Medical - Outside/W-2 Employment - Bookkeeper - Not Investment Related - Home Based - Start Date 10/23/2023 - 5 Hours Per Month/ 0 Hours During Trading: ENDED ON 01/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-27
S63	Uniform Securities Agent State Law Examination	2004-08-27

S66 Uniform Combined State Law Examination

2022-09-27
S63 Uniform Securities Agent State Law Examination

2004-08-27

Other Names

Kimberly Trimmer
Kimberly Trimmer
Kimberly Ann Campanile
Kimberly Ann Trimmer
Kimberly Ann Trimmer

View on SEC IAPD