Carolyn Mcclenny

Current Employers

Trek Financial

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-04-22

FL RA
APPROVED

Since 2020-04-22

Branch Locations

1292 Timberlane Rd, Tallahassee, FL 32312 • United States

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Trek Financial	Scottsdale	AZ	04/2020	Present
Thomas University	Thomasville	GA	08/2004	Present

04/2020 → Present

Trek Financial

Scottsdale, AZ
08/2004 → Present

Thomas University

Thomasville, GA

Other Businesses

THOMAS UNIVERSITY 1521 MILLPOND RD THOMASVILLE GA 31792 HIGHER EDUCATION PROFESSOR OF READING EDUCATION SINCE 08/2004 NOT INVESTMENT RELATED 130 HRS PER MONTH fixed insurance sales independent agent st teresa, florida since 03/2026 10 hrs per month Presence Learning Tutor - k-12 st teresa,fl since 08/2025 not investment related 10 hours per month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-30

S65 Uniform Investment Adviser Law Examination

2020-01-30