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Christen Ann Biddlestone

Trinity Financial Advisors LLC

Columbus, OH

CRD 8312078

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-16
  • OH RA
    APPROVED
    Since 2026-07-16

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
OrganizationCityStateFromTo
Trinity Financial Advisors Llc Columbus OH 05/2026 Present
Maxtown Medical Corp Westerville OH 11/2022 05/2026
Nationwide Insurance Columbus OH 06/2017 11/2022
Diamond Hill Capital Management Columbus OH 10/2008 06/2017
  • 05/2026 → Present
    Trinity Financial Advisors Llc
    Columbus, OH
  • 11/2022 → 05/2026
    Maxtown Medical Corp
    Westerville, OH
  • 06/2017 → 11/2022
    Nationwide Insurance
    Columbus, OH
  • 10/2008 → 06/2017
    Diamond Hill Capital Management
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-08
  • S65 Uniform Investment Adviser Law Examination
    2026-07-08
Other Names
  • Christen Morgan

View on SEC IAPD

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