Roger James Trinwith

Employer firm

Neuberger Berman Bd LLC CRD 2908

Reported services (Item 5G)

• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 10/2024
  Dimensional Fund Advisors
  Austin, TX
• 10/2024 → Present
  Neuberger Berman
  Los Angeles, CA

Previous Registrations

• 2016-12-19 → 2024-10-09
  Dimensional Fund Advisors Lp
  Santa Monica, CA
  Austin, TX
• 2013-09-10 → 2015-12-22
  Ubs Financial Services Inc.
  Seal Beach, CA
• 2009-12-17 → 2013-09-10
  Index Fund Advisors, Inc.
  Irvine, CA

Other Businesses

Since October 7, 2022, I have been President of VIP Barrington, the HOA/building property management board located at my personal residence. My duties are to attend quarterly virtual board meeting during the evenings to approve projects, repairs, budgets, etc. This is not investment related and I devote approximately 1 hour per month, during non-trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-10
• S65 Uniform Investment Adviser Law Examination
  2009-09-19

Designations

• Chartered Financial Analyst