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Gregory Martin Trimarchi

Charles Schwab & Co., Inc.

Pittsford, NY

Albany, NY

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-28
  • NY RA
    APPROVED
    Since 2026-03-28

Branch Locations

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • United States

677 Broadway, Albany, NY 12207-2985 • 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
Kdc Real Estate Development And Investments Dallas TX 07/2017 09/2022
Unemployed Houston TX 09/2016 06/2017
Unemployed Altamont NY 10/2022 11/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2023 12/2025
Northwestern Mutual Investment Services Llc Albany NY 01/2025 12/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2025 12/2025
Shake 'N Bake 123 Inc. Albany NY 06/2025 12/2025
Charles Schwab & Co, Inc Albany NY 01/2026 Present
Charles Schwab Bank, Ssb Albany NY 01/2026 Present
  • 07/2017 → 09/2022
    Kdc Real Estate Development And Investments
    Dallas, TX
  • 09/2016 → 06/2017
    Unemployed
    Houston, TX
  • 10/2022 → 11/2023
    Unemployed
    Altamont, NY
  • 11/2023 → 12/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2025 → 12/2025
    Northwestern Mutual Investment Services Llc
    Albany, NY
  • 04/2025 → 12/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2025 → 12/2025
    Shake 'N Bake 123 Inc.
    Albany, NY
  • 01/2026 → Present
    Charles Schwab & Co, Inc
    Albany, NY
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-27
S63 Uniform Securities Agent State Law Examination 2025-02-21
  • S66 Uniform Combined State Law Examination
    2026-03-27
  • S63 Uniform Securities Agent State Law Examination
    2025-02-21
Other Names
  • Gregory Trimarchi
  • Gregory Trimarchi
  • Greg Trimarchi

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY
OSAIC WEALTH, INC. · Pittsford, NY

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