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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-24 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Financial | Tacoma | WA | 01/2010 | 05/2022 |
| Trek Financial | Scottsdale | AZ | 05/2022 | Present |
Sheri's Property LLC ^ Investment-related: Yes ^ 4002 61st St CT NW, Gig Harbor, WA 98335 ^ Commercial Real Estate ^ Partial owner ^ 4/1/2019 ^ Time devoted to this entity during trading hours: 0 Hours per Month ^ Time devoted to this entity after trading hours: 5 Hours per Month ^ Collect rent from tenants and manage property; Mo Properties LLC ^ Investment-related: Yes ^ 4002 61st St Ct NW, Gig Harbor, WA 98335 ^ Single-family dwelling rental property ^ Partial owner/Manager/Agent ^ 6/1/2018 ^ Time devoted to this entity during trading hours: 0 Hours per Month ^ Time devoted to this entity after trading hours: 5 Hours per Month ^ Passive investment;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-12 |
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