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Robert Jonathan Trimble

Charles Schwab & Co., Inc.

New York City, NY

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-13
  • NY RA
    APPROVED
    Since 2025-02-13

Branch Locations

915 Broadway Ground Floor, New York City, NY 10010 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Great Neck NY 02/2011 08/2023
Charles Schwab & Co, Inc Port Washington NY 08/2023 02/2024
N/A Port Washington NY 02/2024 02/2025
Charles Schwab & Co, Inc New York NY 02/2025 Present
Charles Schwab Bank, Ssb New York NY 02/2025 Present
  • 02/2011 → 08/2023
    Td Ameritrade, Inc.
    Great Neck, NY
  • 08/2023 → 02/2024
    Charles Schwab & Co, Inc
    Port Washington, NY
  • 02/2024 → 02/2025
    N/A
    Port Washington, NY
  • 02/2025 → Present
    Charles Schwab & Co, Inc
    New York, NY
  • 02/2025 → Present
    Charles Schwab Bank, Ssb
    New York, NY
Previous Registrations
  • 2022-03-14 → 2024-02-07
    Charles Schwab & Co., Inc.
    Jersey City, NJ
    Port Washington, NY
    Lone Tree, CO
  • 2011-03-10 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Great Neck, NY
    Jersey City, NJ
    Port Washington, NY
  • 2011-03-10 → 2022-10-14
    Td Ameritrade, Inc.
    Manhasset, NY
    Jersey City, NJ
    Jersey City, NJ
    Lone Tree, CO
    Port Washington, NY
  • 2008-05-05 → 2011-03-09
    Chase Investment Services Corp.
    Mineola, NY
    Hewlett, NY
    Stewart Manor, NY
    Mineola, NY
    Bellmore, NY
    Malverne, NY
  • 2007-12-03 → 2008-04-30
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-26
  • S66 Uniform Combined State Law Examination
    2007-10-26
Other Names
  • Robert Trimble

View on SEC IAPD

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