Thomas Davis Trimmer

Current Employers

Bloom Financial, Llc

Westminster, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-11-19

CO RA
APPROVED

Since 2025-11-19

Branch Locations

Westminster, CO • 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
Trimmer Capital Management	Chicago	IL	07/2004	Present
Whitney Financial Strategies, Llc	San Antonio	TX	05/2018	Present

07/2004 → Present

Trimmer Capital Management

Chicago, IL
05/2018 → Present

Whitney Financial Strategies, Llc

San Antonio, TX

Previous Registrations

2023-02-24 → 2023-12-31

Whitney Financial Strategies, Llc

San Antonio, TX
2018-05-25 → 2022-12-31

Whitney Financial Strategies, Llc

Fort Collins, CO
2012-04-02 → 2017-05-16

Acp Capital Management, Llc

Chicago, IL
2011-06-02 → 2012-11-07

Belvedere Advisors Llc

Chicago, IL

Other Businesses

Sell marine solar panels. Custom Marine Products. Not investment related. 617 W Magnolia Fort Collins CO 80521. Founder. 120 hours/month. Duties are running the business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-06-01
S63	Uniform Securities Agent State Law Examination	1994-09-15

S65 Uniform Investment Adviser Law Examination

2011-06-01
S63 Uniform Securities Agent State Law Examination

1994-09-15

Other Names

Thomas Davis Trimmer
Thomas Davis Trimmer

View on SEC IAPD