William Harlin Trumbo

Current Employers

Employment History

• 05/2016 → 02/2017
  Thrivent Investment Management Inc
  Nashville, TN
• 02/2017 → 02/2018
  New York Life
  Little Rock, AR
• 04/2018 → 01/2020
  Arvest Bank
  Lowell, AR
• 02/2020 → 12/2022
  Arvest Wealth Management
  Fayetteville, AR
• 06/2018 → 07/2021
  Tsc Investments
  Fayetteville, AR
• 01/2010 → Present
  Tch Investments, Llc
  Springdale, AR
• 02/2022 → Present
  Eastwood Llc
  Hot Springs, AR
• 03/2022 → Present
  Trucost Capital Llc
  Fayetteville, AR
• 12/2022 → Present
  J.P. Morgan Securities Llc
  Fayetteville, AR
• 12/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Fayetteville, AR
• 10/2016 → 02/2019
  3 Rivers Logistics Inc
  Johnson, AR
• 06/2016 → 02/2017
  Thrivent Investment Management Inc
  Nashville, TN
• 02/2022 → Present
  Eastwood Llc
  Hot Springs, AR
• 03/2022 → Present
  Trucost Capital
  Fayetteville, AR
• 01/2010 → Present
  Tch Investments
  Springdale, AR

Previous Registrations

• 2020-08-24 → 2022-12-02
  Arvest Wealth Management
  Tulsa, OK
  Lowell, AR
  Fayetteville, AR
  Springdale, AR
  Fayetteville, AR

Other Businesses

Entity Name: TCH Investments Investment related: Yes Address: 19844 Groth Rd Springdale AR, 72764 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2010 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: My dad, Trey Trumbo, is a 50% owner in this LLC. TCH is comprised of three members: my sister Tanner, my brother Cass, and myself Harlin. We are 5% of his 50% ownership. My percentage is 1.67%. This is not a holding company. The LLC owns 50% of a commercial property in Springdale, AR. " Entity Name: Eastwood LLC Investment related: No "Address: 230 TRABECCA CIRCLE HOT SPRINGS, AR 71913" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/25/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Myself, my brother, Cass Trumbo, and my Brother in law own 33.33% each of this LLC. We own two condos in Fayetteville, AR. I manage these and am paid 15% of the revenue to do so. Entity Name: TruCost Capital Investment related: Yes Address: 646 W. Skelton St Fayetteville, AR 72701 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/23/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I own 25% of this llc. My friend, Brandon Coston, and I opened this to buy a house as an investment property. We have not funded the account or made any purchases to date. There are no assets of value tied to the llc. " 1) TCH INVESTMENTS, LLC: Yes - Real Estate Investment; 19844 Groth Road, Springdale, AR 72764; partner of this LLC; Start date 1/1/2010; 0 hours a month; 0 hours during trading hours; I do not do anything for this company, my dad used this LLC to purchase part of a commercial property. 2) Eastwood LLC: Yes - Real Estate Investment; 230 Trabecca Circle, Hot Springs, AR 71913; 1/3 Owner; Start date 2/25/2022; Currently none, but once we are up and running maybe 10-15 hours a month; 0 hours during trading hours; we will buy a condo that I am currently living in while we finish renovating the house we bought, and then we will Airbnb it. I will manage it. 3) Trucost Capital LLC;Yes - Real Estate investment; 646 W Skeleton St. Fayetteville, AR 72701; 1/4 Owner; Start date 3/23/2022; Currently none, and we will Long term lease this home so at max 5 hours a month; 0 hours during trading hours; 1/4 partner buying a home to long term lease in Fayetteville. Manage the property and renters.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-24

Other Names

• Harlin Trumbo
• William H Trumbo
• William Trumbo
• Harlin W Trumbo
• William Harlin Trumbo
• Willliam Trumbo