Theresa Trinidad is a registered investment advisor, based in Seattle, WA, with 8 years of industry experience.
Location
Seattle, WA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cambridge Investment Research, INC.
June 2025 - Present · 11 mos
Cambridge Investment Research Advisors, INC.
June 2025 - Present · 11 mos
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - June 2025 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2018 - June 2025 · 7 yrs 4 mos
State Registrations7 states
AKCAMDMOORVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.