Tristan Medearis

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 06/2016 → 05/2017
  Arizona Motor Vehicle Division
  Phoenix, AZ
• 12/2021 → Present
  Arizona Army National Guard
  Bellemont, AZ
• 08/2016 → 12/2016
  Pizza Hut
  Peoria, AZ
• 08/2019 → 10/2022
  Pizza Hut
  Phoenix, AZ
• 10/2023 → 12/2023
  Desert Compass Logistics Llc
  Phoenix, AZ
• 06/2020 → 07/2020
  Amazon
  Buckeye, AZ
• 10/2025 → Present
  Bank Of America, N.A.
  Surprise, AZ

Other Businesses

I*: 2593286 Entity Type: Governmental Name of OBA: ARIZONA ARMY NATIONAL GUARD Address: Bellemont, AZ 86001 Investment Related: No Position, Title, Association: Employee Employee Start Date: 8/9/2025 Number of Hours: 48 hrs mthly Number of Hours during trading: 0 Duties: Military Police Officer I*: 2593287 Entity Type: For Profit, Publicly Traded Name of OBA: Spark Driver Address: Bentonville, AR 72716 Investment Related: No Position, Title, Association: Employee Employee Start Date: 7/21/2025 Number of Hours: 15 hrs wkly Number of Hours during trading: 0 Duties: Delivering groceries/household items to Walmart customers.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-29