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Anthony Lopresti

Trek Financial

Scottsdale, AZ

Medina, OH

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Current Employers
Trek Financial

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-05-21
  • OH RA
    APPROVED
    Since 2021-05-21

Branch Locations

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

3745 Medina Rd, Ste G, Medina, OH 44256 • 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
OrganizationCityStateFromTo
Trek Financial Scottsdale AZ 05/2018 Present
Medina Community Recreation Center Medina OH 11/2012 12/2017
Student Medina OH 05/2011 05/2018
  • 05/2018 → Present
    Trek Financial
    Scottsdale, AZ
  • 11/2012 → 12/2017
    Medina Community Recreation Center
    Medina, OH
  • 05/2011 → 05/2018
    Student
    Medina, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-28
  • S65 Uniform Investment Adviser Law Examination
    2021-03-28

View on SEC IAPD

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