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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-28 |
| CO | RA | APPROVED | 2017-08-25 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
10488 W. Centennial Road Suite 510, Littleton, CO 80127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2012 | 08/2017 |
| World Equity Group | Littleton | CO | 08/2017 | 06/2019 |
| Trek Financial | Scottsdale | AZ | 08/2017 | Present |
1. MEADOW RANCH HOMEOWNERS ASSOCIATION, LITTLETON, CO 08127; President and Treasurer; GENERAL HOME OWNER ASSOCIATION ROLES AND RESPONSIBILITIES; OIRGINAL START DATE 4/14/2016 AND UPDATED 3/3/2017; APPROX. 3 HRS. PER MONTH; NO COMPENSATION. 2. Walker Wealth Protection, Littleton, CO, Owner, Insurance Sales, Since 10/2025, 5 hours per month, Receive insurance commission compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-15 |
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