Trenton E Walker

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

• 09/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 03/2018 → 07/2023
  Clari Inc.
  Austin, TX
• 05/2015 → 03/2018
  Sprinklr
  Austin, TX
• 10/2023 → Present
  Bank Of America. N.A.
  Houston, TX

Other Businesses

I*1501256Name of the other business Revenue Cloud Consulting llcWhether the business is investment-related noAddress of the other business Houston TX 77008Nature of the other businessConsultingYour position OwnerTitle, or relationship with the other business OwnerStart date of your relationship 05/23/2022Approximate number of hours/month you devote to the other business 0Number of hours you devote to the other business during securities trading hours 0Briefly describe your duties relating to the other business none I*1785370, Entity, Name of OBA:Rental Property 1 Address: Austin, TX Investment Related:No Position Co-owner with other family members, Title, Association: Employee Start Date:08/15/2023 No Hours: 0 Yearly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2023-12-19