CLOVER FINANCIAL & INSURANCE SERVICES, INC.
Legal name: TRINITY FINANCIAL PARTNERS
CRD #136969 SEC #801-68517 ONTARIO, CA 909-481-4000
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEISEKER, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| FISHER, FREDRIC, BRIAN | I | PARTNER | NA | |
| HURLBUT, JAMES, BRADFORD | I | CHIEF FINANCIAL OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIKOFF, KARYN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| FISHER, JAMES, LEE | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
| YOUNGBLOOD, MALTON, BERT | I | VICE PRESIDENT/DIRECTOR | B | Control |
Registrations
Federal
IA
May 2, 2016 REGISTERED
Notice Filings (6)
CA CO ID MI NV SD
Address
901 VIA PIEMONTESUITE 260
ONTARIO, CA 91764
United States
Phone: 909-481-4000