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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
209 Avenida Del Mar Ste 201C, San Clemente, CA 92672 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2003 | 01/2020 |
| Trek Financial | Scottsdale | AZ | 01/2020 | Present |
TBA TEAM LLC GILBERT AZ PARTNER FIXED INSURANCE BUSINESS NOT INVESTMENT RELATED 20 HOURS PER MONTH KAISER HEALTH INSURANCE CALIFORNIA HEALTH INSURANCE INSURANCE AGENT SINCE 12/2019 2 HOURS PER MONTH NOT INVESTMENT RELATED HEALTHNET CALIFORNIA HEALTH INSURANCE INSURANCE AGENT SINCE 12/2006 2 HOURS PER MONTH NOT INVESTMENT RELATED Midland National insurance CALIFORNIA HEALTH INSURANCE INSURANCE AGENT SINCE 03/2026 2 HOURS PER MONTH Fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-08 |
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