Trenton Taylor Walsh

Current Employers

Employment History

• 05/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 05/2018 → 07/2020
  Lakewood
  Myrtle Beach, SC
• 06/2016 → 05/2022
  Cub Creek Kitchens And Baths
  North Wilkesboro, NC
• 08/2024 → Present
  Osaic Wealth, Inc.
  North Wilkesboro, NC

Previous Registrations

• 2023-01-13 → 2024-08-23
  Triad Advisors Llc
  North Wilkesboro, NC
  Raleigh, NC

Other Businesses

1)Executive Financial Resources Inc;investment related;85A Boone Trail,North Wilkesboro,NC 28659;dba;admin;5/18/2020;160 hrs/month;110 hrs during trading;answer phones,assist with forms,assist with research,schedule meetings 2)Cubcreek Kitchens and Baths;not investment related;309 Wilkesboro Ave,North Wilkesboro,NC 28659;kitchen & bathroom remodel;part-time installer;6/2016;2 hrs/month;0 hrs during trading;help install granite every now and then if short on help 3)NWNC Elite Baseball; Investment related: No; 503 C St, North Wilkesboro, NC 28659; Nature or Structure of Business: Travel Baseball Organization, Sports & Recreation, charitable; Position: Head Coach; Start date: 03/01/2024; hours per month: 12; securities trading hours 0; Duties: I have practice once per week in the evenings, we usually play every other weekend in different parts of NC. 4)Catawba College; Investment related: No; 2300 W Innes Street, Salisbury, NC 28144; Nature or Structure of Business: This is a Private College in North Carolina; Position: Board Member; Start date: 07/17/2024; hours per month: 1; securities trading hours 0; Duties: Helping to plan events for alumni and volunteer for those events if needed. 5) NWNC ELITE BASEBALL POSITION: Head Coach NATURE: Travel Baseball Organization, Sports & Recreation, charitable INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 503 C St, North Wilkesboro NC 28659, United States DESCRIPTION: Duties: I have practice once per week in the evenings, we usually play every other weekend in different parts of NC. 6)EXECUTIVE FINANCIAL RESOURCES INC. POSITION: admin NATURE: This is our branch office, Executive Financial Resources Inc. licensed with Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 05/18/2020 ADDRESS: 85A Boone Trail, North Wilkesboro NC 28659, United States DESCRIPTION: answer phones,assist with forms,assist with research,schedule meetings. Active partner in the firm.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28