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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-06 |
| WA | RA | APPROVED | 2022-01-05 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tomte Of The Harbor | Gig Harbor | WA | 11/2014 | 06/2020 |
| Trek Financial | Scottsdale | AZ | 01/2022 | Present |
| Clear Creek Financial Management, Llc | Tacoma | WA | 09/2020 | 01/2022 |
BULWARK CAPITAL MANAGEMENT DBA FOR ADVISORY BUSINESS INVESTMENT ADVISOR REPRESENTATIVE SINCE 06/2020 1001 S. YAKIMA AVE., SUITE 11A TACOMA, WA 98405 LICENSED INSURANCE AGENT FIXED TERM LIFE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
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