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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2013-12-10 |
Branch Locations
7440 S. Creek Road Suite 444, Sandy, UT 84093 • United States
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 |
|---|---|---|---|---|
| World Equity Group | Arlington Heights | IL | 05/2015 | 05/2019 |
| Trek Financial | Scottsdale | AZ | 11/2013 | Present |
1. Hardman Financial Consulting, LLC - not investment related - owner - entity is used to receive investment management, insurance related, and consulting revenues, Heber City, UT, one hour per month 2. Insurance activities - investment related - agent appointed with multiple insurance companies to sell insurance products - Heber City, UT - 20 hours per week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-11 |
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