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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2008-04-03 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trek Financial | Scottsdale | AZ | 11/2007 | Present |
| Trusted Business Advisor Group | Scottsdale | AZ | 03/2014 | Present |
INSURANCE SALES AND INVESTMENTS - AGENT/REP - 1HR PER QUARTER - GILBERT AZ, SINCE 02/2004 2) TREK FINANCIAL 4/2008; (3) GLOBAL TRAVEL - USE FOR PERSONAL GLOBAL TRAVEL DISCOUNT ONLY (4) HOLDS VARIOUS APPOINTMENTS WITH CARRIERS FOR FIXED LIFE, HEALTH, LTC AND DI. Trusted Business Advisors Team, LLC Privately held, employee owned, independent registered investment advisory firm started in 2014. Trusted Business Advisors Team, LLC provides advisory services as a fiduciary investment manager to institutional clients including 401k, 403(b) and pension plans. The firms also provides consulting services to CPA and Law firms. Flora Travel Travel agent Gilbert, AZ non investment related - 1 hr per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-21 |
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