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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-27 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
2050 Lyndell Terrace Suite 110, Davis, CA 95616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trek Financial | Scottsdale | AZ | 07/2017 | Present |
| Trek Financial | Scottsdale | AZ | 03/2016 | 07/2017 |
1). ARTHRITIS FOUNDATION, ADVISORY BOARD MEMBER SACRAMENTO CHAPTER, BRINGING AWARENESS OF ARTHRITIS, 09/01/2009, 2 HRS MONTH. COMPENSATION $0. 2). GRACE & GLORY FOUNDATION - GRACE VALLEY CHRISTIAN CENTER, 2717 COUNTY ROAD 98 DAVIS, CA 95616, BOARD MEMBER/OFFICER/DIRECTOR. 02/18/2014, 2 HRS/MONTH, ADMINISTRATION,$0 COMPENSATION. 3) BCJ CAPITAL MANAGEMENT. REGISTERED INVESTMENT ADVISOR. INVESTMENT ADVISOR, ASSET MANAGEMENT, AND FINANCIAL PLANNING SERVICES. SOLICTOR. START 01/01/2010. 12 HOURS. COMPENSATION $9000. 4) GRACE VALLEY CHRISTIAN CENTER, 27173 COUNTY ROAD 98 DAVIS, CA 95616, BOARD MEMBER/ADMINISTRTION, MANAGEMENT FOR CHURCH AND CHURCH OFFICE, SINCE 03-19-2014, 10 HRS/MONTH, $0 COMPENSATION FOR BOARD, $10,000 FOR ADMIN. 5) VARIOUS OTHER OUTSIDE INSURANCE COMPANIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-13 |
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