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Gary Trenton Davis

E2 ADVISORY
Austin, TX
·CRD# 4087991·26 years experience

Professional Summary

Gary Trenton Davis, who also goes by Trent Davis, is a registered financial advisor currently at E2 ADVISORY located in Austin, Texas. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gary has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Trent Davis

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

E2 ADVISORY·CRD# 312972
RIA
Austin, TX
February 14, 2022 - Present
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
October 28, 2021 - December 31, 2022
IRONCLAD STRATEGIES LLC·CRD# 297260
RIA
Austin, TX
December 1, 2020 - January 20, 2021
ALVAREZ & MARSAL SECURITIES, LLC·CRD# 127858
BD
New York, NY
August 24, 2016 - November 6, 2019
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Austin, TX
February 11, 2016 - July 8, 2016
LION STREET FINANCIAL, LLC·CRD# 165828
BD
Austin, TX
August 4, 2014 - September 18, 2015
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
Austin, TX
April 6, 2011 - December 20, 2012
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
May 25, 2010 - December 20, 2010
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Austin, TX
January 4, 2010 - May 7, 2010
CLARENDON INSURANCE AGENCY, INC.·CRD# 7395
BD
Waltham, MA
June 4, 2004 - February 11, 2009
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
BD
Phoenix, AZ
January 12, 2000 - December 31, 2003

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Current Firm

EA
E2 ADVISORY

E2 ADVISORY | GARY TRENTON DAVIS

CRD#: 312972
Texas
Registered Investment Advisory firm - Texas (2/14/2022 Approved)

Contact Information

Main Address

Austin, TX

Phone Number

(832) 725-6102

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) LIFE INSURANCE PLANNING & CONSULTING - 1/1/2005 - 3007 Creeks Edge Pkwy, Austin, TX 78733 - Sole Proprietor, Sell life insurance, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) E 2 ADVISORY - 10/15/2021 - 3007 Creeks Edge Pkwy, Austin, TX 78733 - Referral IAR, Refer planning and investment clients, Invt Rel, RIA Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) WNS, non-investment related, Mumbai, India, global provider of business process management and outsourcing solutions, SVP Client Services, 07/2021, 160 hours per month

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(2/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2010About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2000About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gary Trenton Davis's CRS (Customer Relationship Summary).

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