Matthew Baird Trenchard

Employer firm

Lifemark Securities Corp. CRD 16204

$425M regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2004 → Present
  Trenchard Ventures, Llc
  Clemmons, NC
• 03/2011 → 10/2018
  Foresters Equity Services, Inc
  Clemmons, NC
• 11/2018 → Present
  Lifemark Securities Corp.
  Rochester, NY
• 01/2009 → Present
  Independent Insurance Agent
  Clemmons, NC
• 05/2008 → Present
  Trenchard Properties, Llc
  Clemmons, NC

Previous Registrations

• 2011-03-10 → 2018-11-06
  Foresters Equity Services, Inc.
  Clemmons, NC
  San Diego, CA
  Clemmons, NC
  Clemmons, NC
  Ocala, FL
• 2009-03-09 → 2010-04-30
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

1)TRENCHARD VENTURES LLC / NOT INVESTMENT RELATED / 7028 WISHON ROAD, CLEMMONS, NC 27012 / PRESIDENT/GENERAL CONTRACTOR / START 12/2004 / 100 HOURS/MONTH / 70 HOURS/MONTH DURING SECURITIES TRADING HOURS / LANDSCAPING AND REMODELING. 2) TRENCHARD PROPERTIES LLC / NOT INVESTMENT RELATED / 7028 WISHON ROAD, CLEMMONS, NC 27012 / CFO / START 05/2008 / 5 HOURS/MONTH / 5 HOURS/MONTH DURING SECURITIES TRADING HOURS / RENTAL REAL ESTATE, MAINTENANCE AND LANDSCAPING OF PROPERTIES. 3) INDEPENDENT INSURANCE AGENT / INVESTMENT RELATED / 7028 WISHON ROAD, CLEMMONS, NC 27012 / START 01/2009 / 5 HOURS/MONTH / 5 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF LIFE, HEALTH AND LTC INSURANCE.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-12

Designations

• Certified Financial Planner