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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-11 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
3 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 |
|---|---|---|---|---|
| Abraham & Co., Inc | Gig Harbor | WA | 07/2013 | 02/2017 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 02/2017 | 01/2022 |
| Trek Financial | Tacoma | WA | 01/2022 | Present |
BULWARK CAPITAL MANAGEMENT DBA FOR ADVISORY BUSINESS INVESTMENT ADVISOR REPRESENTATIVE TACOMA, WA INSURANCE LICENSED FIXED TERM LIFE INSURANCE PRODUCTS BCM Alpha Fund, LLC and BCM Alpha Fund II, LLC Investment Related Gig Harbor, WA Private Investment Fund Solicitor Since 2017 20 hours per month during trading hours Tectonic Audio Labs, Inc Director - Board of Directors Not investment related Woodinville, WA Since 08/2020 10 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-17 |
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