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Current Employers
Trek Financial

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-06-29
  • UT RA
    APPROVED
    Since 2021-06-29

Branch Locations

1256 W 400 S Suite 2, Vernal, UT 84078 • United States

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

488 West Center St. Suite 108, Pleasant Grove, UT 84062 • 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 06/2021 Present
Qep Resources/Koda Resources Vernal UT 04/2013 01/2021
Unemployed Vernal UT 02/2021 05/2021
Koda Resources Vernal UT 10/2023 Present
  • 06/2021 → Present
    Scottsdale, AZ
  • 04/2013 → 01/2021
    Qep Resources/Koda Resources
    Vernal, UT
  • 02/2021 → 05/2021
    Unemployed
    Vernal, UT
  • 10/2023 → Present
    Koda Resources
    Vernal, UT
Other Businesses

MR ANDERSON OWNS RENTAL PROPERTY AND SPENDS LESS THAN 2HRS PER MONTH MANAGING THE PROPERTIES. INSURANCE LICENSED - LIFE AND HEALTH KODA Resources, Vernal UT, Mechanic, approximately 20 hours per week. not securities related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-28
  • S65 Uniform Investment Adviser Law Examination
    2021-05-28

View on SEC IAPD

Other Firms

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