Trent Walker Longnecker

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

• 04/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 11/2009 → Present
  Bank Of America, N.A.
  Phoenix, AZ

Other Businesses

I*75715FOR-PROFIT ORGANIZATION: NFCDA, LLCINVESTMENT RELATED: YADDRESS: PHOENIX, ARIZONA 85018NATURE OF BUSINESS: LLC,POSITION: LIMITED PARTNERSTART DATE OF RELATIONSHIP: 10/10/2014NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: ENTITY WILL HOLD SHARES OF A PRIVATE COMPANY CALLED SINOPECI*107182FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE FURLONG LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:PHOENIX, ARIZONA 85018NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 5/16/2017NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FINANCING THE RESTORATION I*3316268 Entity Type: N/A Name of OBA: TRENT W LONGNECKER TTEE T L TTEE Address: phoenix, Arizona, 85018 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/14/2026 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2006-12-15
• S63 Uniform Securities Agent State Law Examination
  1993-06-11

Other Names

• Trent W Longnecker