This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRINITY FINANCIAL SERVICES, INC.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 27, 2005

First registration

May 26, 2010

Dual registered

yes, broker-dealer

IAPD individual key

4894507

Graph

RIA / Wealth Management

Canonical id

dfx:ria:05e91007-e97e-aa30-723b-2367ca18e5fc

First observed

May 26, 2010

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.