Kristina Marie Green

Employer firm

Trinity Financial Advisors LLC CRD 133191

$670M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Trinity Financial Advisors Llc

760 Communications Parkway Suite 200, Columbus, OH 43214 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-05-10

OH RA
APPROVED

Since 2022-05-10

Branch Locations

760 Communications Parkway Suite 200, Columbus, OH 43214 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Unemployed	Westerville	OH	05/2016	07/2019
Thrivent Investment Management Inc	Worthington	OH	07/2019	04/2022
Thrivent Financial	Appleton	WI	08/2019	04/2022
Trinity Financial Advisors Llc	Columbus	OH	05/2022	Present

05/2016 → 07/2019

Unemployed

Westerville, OH
07/2019 → 04/2022

Thrivent Investment Management Inc

Worthington, OH
08/2019 → 04/2022

Thrivent Financial

Appleton, WI
05/2022 → Present

Trinity Financial Advisors Llc

Columbus, OH

Previous Registrations

2019-11-18 → 2022-05-10

Thrivent Investment Management Inc.

Camp Hill, PA

Worthington, OH

Other Businesses

GAJL Real Estate Investments, LLC; investment-related; 605 County Line Road, Westerville OH 43081; real estate property management; Owner / property manager; started 01/2010; approximately 5 hours per month, none during securities trading hours; maintenance and administrative duties.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-16

S66 Uniform Combined State Law Examination

2019-11-16

View on SEC IAPD