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Brandon Tyler Soares

Trek Financial

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Trek Financial

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-19
  • AZ RA
    APPROVED
    Since 2025-11-19

Branch Locations

Scottsdale, AZ • United States

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
Kent Youth And Family Services Kent WA 01/2016 10/2017
Zillow Group Seatle WA 12/2017 12/2018
Agent Legend Seatle WA 01/2019 04/2020
Bulwark Capital Tacoma WA 01/2022 11/2025
Trek Financial Scottsdale AZ 11/2025 Present
Unemployed Seatle WA 05/2020 12/2021
  • 01/2016 → 10/2017
    Kent Youth And Family Services
    Kent, WA
  • 12/2017 → 12/2018
    Zillow Group
    Seatle, WA
  • 01/2019 → 04/2020
    Agent Legend
    Seatle, WA
  • 01/2022 → 11/2025
    Bulwark Capital
    Tacoma, WA
  • 11/2025 → Present
    Trek Financial
    Scottsdale, AZ
  • 05/2020 → 12/2021
    Unemployed
    Seatle, WA
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24

View on SEC IAPD

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