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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-11-27 |
Branch Locations
3515 South 4625 West, West Haven, UT 84401 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Trek Financial | Scottsdale | AZ | 11/2012 | Present |
| World Equity Group | Arlington Heights | IL | 02/2016 | 05/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | 06/2020 |
Pecan Farm. Not investment related. County road 434, Proctor TX. Farm. Owner. Start 2/2014. 5 hours per month, none during trading. Owner/Operator. Trek Financial Group. Not Investment Related. 7440 South Creek Road, Suite #444, Sandy UT 84093. Insurance. Rep. Start 11/2012. 10 hours per month, 1 during trading. Find insurance products for clients. Lake Proctor Water Authority, Board member, not investment related, Lake Proctor, UT, Start 01/2024, 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-03 |
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