Trent W Montague

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 06/2011 → Present
  Bank Of America,N.A.
  Gilbert, AZ

Previous Registrations

• 2002-08-15 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Queen Creek, AZ
  Queen Creek, AZ
  Queen Creek, AZ
  Mesa, AZ
  Mesa, AZ
  Mesa, AZ
  Phoenix, AZ
  Phoenix, AZ
  Tempe, AZ

Other Businesses

*FOR PROFIT OR NOT FOR PROFIT: PROFITNAME OF OUTSIDE BUSINESS ORGANIZATION: ORANGE STREET INVESTMENTSINVESTMENT RELATED: YESADDRESS OF BUSINESS: MESA AZ 85204NATURE OF BUSINESS: RESIDENTIAL RENTAL HOMEPOSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: OCTOBER 2011NUMBER OF HOURS DEVOTED: 12 HOURS PER YEAR.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PROPERTY MANAGEMENT I*1577287For profit or not for profit: Entity For ProfitName of outside business organization: Orange Street Investments LLC Investment related: No Address of business: Mesa, Arizona, 85204 Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 11/13/2023Number of hours devoted: 15 hrs Yearly Number of hours devoted during trading hours: 0 Duties: This is a simple LLC created for liability purposes. Our family revocable trust is tied into allowing Mary Jo and I to operate the LLC. I*3718267, Entity Type: Entity Charitable, Name of OBA: ICAN, Address: Chandler, Arizona, 85225, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 02/24/2026, No Hours: 10 Yearly, No Hours during Trading: 10 Yearly, Duties: Help expand the reach of this group in Mesa through personal contacts and relationships. The organization drives economic mobility by providing no-cost academic programming, character building, and workforce exposure that sets kids, and their families, up for long-term financial independence. It¿s a lean, effective operation focused on breaking the cycle of poverty through tangible skill-building. I*4601268 Entity Type: Fduciary role Name of OBA: M. L M. TTEE U/A DTD 12/06/2018 DEA AND M. M. TRUST Address: Mesa, Arizona, 85204 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/21/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Trustee/Self, Child/Grandchild I*4601269 Entity Type: Fiduciary role Name of OBA: T. M. TTEE U/A DTD 12/06/2018 BY M. L M. ET AL Address: Mesa, Arizona, 85204 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/21/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Trustee/Self, Child/Grandchild I*4601270 Entity Type: Fiduciary role Name of OBA: M. L M. TTEE U/A DTD 12/06/2018 DEA AND M. M. TRUST Address: Mesa, Arizona, 85204 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/21/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Trustee/Self, Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-31
• S63 Uniform Securities Agent State Law Examination
  1998-01-24

Other Names

• Trent Walker Montague