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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
1292 Timberlane Rd., Tallahassee, FL 32312 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Demont Insurance And Financial Services | Tallahassee | FL | 01/2011 | 03/2018 |
| Horter Investment Management Llc | Cincinnati | OH | 11/2012 | 08/2018 |
| Signet Wealth Management Llc | Tallahassee | FL | 07/2016 | Present |
| Trek Financial | Scottsdale | AZ | 08/2018 | Present |
I AM LICENSED THROUGH CRUMP, INSURANCE SERVICES IN BCBS/ FL, & ECA MARKETING IN MN TO SELL LIFE INSURANCE PRODUCTS, HEALTH INSURANCE PRODUCTS & LTC PRODUCTS. THESE ARE NOT INVESTMENT RELATED & I SPEND APPROXIMATELY 50% OF MY TIME (20 HRS/WK) IN INSURANCE SALES LEGACY LIMOUISINE DRIVE COCA COLA BOARD MEMBER TO BOARD OF DIRECTOR MEETINGS IN ATLANTA GA 4-5 TIMES PER YEAR 20 HRS PER QUARTER NOT INVESTMENT RELATED. Member of Council of Financial Educators Financial education lecturer Since August 2024 8 hours per month during trading hours Stavros Center for Economic Education Guest lecturer providing financial wellness program to FSU students Since August 2023 Tallahassee, Florida 1-2 hours per month, 3-4 months per year SummerCamp Homeowners Association Board Member - not compensated 1 - 3 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-01 |
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