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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-07-25 |
Branch Locations
7554 Woodrow St. Suite 107, Irmo, SC 29063 • United States
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 |
|---|---|---|---|---|
| Kinney Retirement Strategies, Llc | Irmo | SC | 08/2011 | Present |
| Horter Investment Management | Cincinnati | OH | 04/2016 | 07/2018 |
| Trek Financial | Scottsdale | AZ | 07/2018 | Present |
The Name of the other business: Kinney Retirement Strategies, LLC Investment Related?: yes Address of other business: 7554 Woodrow St. Ste 107, IRMO, SC 29063, Nature of other business: TO WRITE INSURANCE Your position: I AM ONLY AN ASSOCIATE, NOT AN EMPLOYEE Start Date:02/2014 How many hours you devote to the other business per month: 30 How many hours you devote to the other business during securities trading hours: 30 Briefly describe your duties: MARKET FIXED INSURANCE PRODUCTS AS A SOLE PROPRIETOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-30 |
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