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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Joseph Thomas Trimble

Advisor at ROOT FINANCIAL PARTNERS

AUSTIN, TX | Leesburg, VA

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Search this name across graphsid dfx:ria:4c11d3a6-3b78-bb19-668a-e179bce64f02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 9, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROOT FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 13, 2016
First registration: Apr 9, 2018
Dual registered: no
Other names: JT Trimble
IAPD individual key: 6691419

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROOT FINANCIAL PARTNERS	Independent wealth	Aug 24, 2023	n/a	yes	Leesburg, VA\|AUSTIN, TX	Current employment
SAVANT WEALTH MANAGEMENT	Independent wealth	Feb 18, 2021	Aug 1, 2022	no	ROCKFORD, IL\|McLean, VA	Previous registration
YHB WEALTH ADVISORS, LLC	Former SEC adviser	Sep 21, 2018	Feb 24, 2021	no	LEESBURG, VA\|WINCHESTER, VA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 9, 2018	Jul 5, 2018	no	Lone Tree, CO\|Lone Tree, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAVANT WEALTH MANAGEMENT	ROOT FINANCIAL PARTNERS	Aug 1, 2022	Aug 24, 2023	388	Firm change	RIA to RIA
YHB WEALTH ADVISORS, LLC	SAVANT WEALTH MANAGEMENT	Feb 24, 2021	Feb 18, 2021	-6	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	YHB WEALTH ADVISORS, LLC	Jul 5, 2018	Sep 21, 2018	78	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 18, 2021 to Aug 1, 2022factForm ADV
→ YHB WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 21, 2018 to Feb 24, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 9, 2018 to Jul 5, 2018factForm ADV

Dated events

Occurred
Aug 1, 2022
Advisor changed firm
Joseph Thomas Trimble left Savant Wealth Management for Root Financial Partners (registered 2023-08-24)
Form ADVobserved 5 days ago