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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2016-10-28 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
1087 W. River Rd. Suite 280, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2008 | 10/2016 |
| World Equity Group, Inc. | Arlington Heights | IL | 10/2016 | 05/2019 |
| Trek Financial | Scottsdale | AZ | 10/2016 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2019 | 06/2020 |
1) BCJ Financial Group, LLC. Non-Investment related. 7440 Creek Road, #444, Sandy, UT 84093. Fixed Insurance Sales, Agent. Start 10/2016. 40hrs/mo, all during trading hours. 2) Don Brown Insurance. Non-investment related. 4595 W Ramblin Ct., Meridian, ID 83646. Health Insurance, Referrals. Start 2014. 0hrs/mo. Referral of health insurance clients. 3) United Heritage Insurance, independent agent, group benefit sales, not investment related, Mountain Home, ID, Since 02/2025, 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-24 |
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