Samuel Caudill Trimble

Current Employers

Employment History

• 06/2024 → 08/2024
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 05/2018 → 05/2022
  United States Marine Corps
  Kaneohe, HI
• 05/2022 → 08/2024
  Transportation Safety Apparel
  Weaverville, NC
• 08/2014 → 05/2018
  College Of Charleston
  Charleston, SC
• 05/2024 → Present
  Crismont Llc
  Hilton Head Island, SC
• 08/2024 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 08/2024 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 08/2024 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 10/2023 → Present
  Pokey Puppies Llc
  Annapolis, MD

Other Businesses

(1) Name of the other business: Transportation Safety Apparel ; Whether the business is investment-related: Yes ; Address of the other business: 11 Conrad Industrial Drive, Weaverville NC, 28787 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Chief Financial Officer ; The start date of your relationship: Apr 01, 2022 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Responsible for the following: Setting financial goals. Managing financial statements. Conducting reconciliation of bank accounts. Managing payroll. Overseeing the vendor pay system. Ensuring compliance with all applicable laws (2) Name of the other business: Crismont LLC ; Whether the business is investment-related: Yes ; Address of the other business: 84 Beach City Road, Hilton Head Island, SC 29926 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Single Member of LLC ; The start date of your relationship: May 01, 2024 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Ownership of commercial property generating passive income. (3) Name of the other business: Pokey Puppies LLC Whether the business is investment-related: No Address of the other business: Annapolis, MD Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Oct 01, 2023 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Dog boarding business. (4) Name of the other business: Arundel On The Bay LLC Whether the business is investment-related: No Address of the other business: 5109 Willow Oak Place, Dumfries VA, 22025 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner The start date of your relationship: Jun 01, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: This LLC is a rental property in Annapolis, MD. My wife and I previously lived in this house when we were stationed there. We now have a property management company that runs the day to day operations of the rental. My role is limited to ensuring that the mortgage and other bills are paid.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-08
• S63 Uniform Securities Agent State Law Examination
  2024-06-27