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Trek Financial CRD 109376
$2.82B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-28 |
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