James Michael Trimboli

Current Employers

Employment History

• 06/2016 → 07/2019
  Sweetlax Lacrosse Company
  Victor, NY
• 08/2016 → 05/2020
  Syracuse University
  Syracuse, NY
• 09/2019 → 10/2024
  American Portfolios Financial Services Inc
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-05-04 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. (JAMES TRIMBOLI) FIXED INSURANCE POSITION: Agent - Insurance producer NATURE: Insurance Agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/04/2025 ADDRESS: 855 Central Ave, Unit 1408, UNIT 1408, St Petersburg FL 33701, United States DESCRIPTION: Sales and service of fixed insurance and annuities. 2. KLIMIS & ASSOCIATES, INC. POSITION: Consultant NATURE: Consulting with Michael Klimis under his Sub-Chapter S Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 03/03/2025 ADDRESS: 35002 US Highway 19 N, Palm Harbor FL 34684, United States DESCRIPTION: I provide financial services to clients. 3. KLIMIS & ASSOCIATES ADVISORY INC. POSITION: Financial Planner NATURE: It is a Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/05/2026 ADDRESS: 35002 US Highway 19 North, Palm Harbor, FL 34684, USA, Palm Harbor FL 34684, United States DESCRIPTION: Working to develop comprehensive financial plans for the firms clients.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-06

Other Names

• Jamie Michael Trimboli
• James Trimboli