Best Investors Account Sign in
Inactive

David Elgin Maxey

Trek Financial

Scottsdale, AZ

Claim This Profile
Current Employers
Trek Financial

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-10
  • AZ RA
    APPROVED
    Since 2025-10-10

Branch Locations

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
OrganizationCityStateFromTo
Heritage Wealth Management, Llc Phoenix AZ 08/2014 12/2022
Heritage Family Offices, Llp Phoenix AZ 04/2018 06/2025
Trek Financial Scottsdale AZ 09/2025 Present
Previous Registrations
  • 2024-06-13 → 2025-06-10
    Heritage Family Offices, Llp
    Scottsdale, AZ
  • 2017-07-07 → 2024-03-05
    Heritage Wealth Management, Llc
    Phoenix, AZ
  • 2023-03-15 → 2023-12-31
    Heritage Family Offices, Llp
    Scottsdale, AZ
  • 2014-09-15 → 2017-08-18
    Heritage Wealth Management, Llc
    Phoenix, AZ
  • 2008-05-15 → 2014-08-20
    Wells Fargo Clearing Services, Llc
    Phoenix, AZ
    Mesa, AZ
    Glendale, AZ
    Phoenix, AZ
    Mesa, AZ
    Tempe, AZ
    Phoenix, AZ
    Scottsdale, AZ
    Scottsdale, AZ
    Phoenix, AZ
    Phoenix, AZ
  • 2007-04-05 → 2008-04-21
    Wells Fargo Investments, Llc
    Scottsdale, AZ
    Scottsdale, AZ
Other Businesses

DAVID MAXEY IS A LICENSED INSURANCE AGENT FOR WHICH HE RECEIVES COMMISSION ON PRODUCTS SOLD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-06
  • S66 Uniform Combined State Law Examination
    2007-03-06

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor