Kelli Lynn Erickson

Current Employers

Trek Financial

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2014-01-15

AZ RA
APPROVED

Since 2014-01-15

Branch Locations

Mesa, AZ • United States

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Erickson Accounting Services, Llc	Mesa	AZ	05/1993	Present
Trek Financial	Scottsdale	AZ	01/2014	Present

05/1993 → Present

Erickson Accounting Services, Llc

Mesa, AZ
01/2014 → Present

Trek Financial

Scottsdale, AZ

Other Businesses

ERICKSON ACCOUNTING SERVICES, LLC 2158 N. GILBERT RD, STE 108, MESA, AZ 85203. NATURE OF BUSINESS IS ACCOUNTING AND TAX SERVICES, IT IS NOT INVESTMENT-RELATED. DUTIES INCLUDE ACCOUNTING SERVICES, RECORD KEEPING, FINANCIAL STATEMENT PREPARATION. TIME SPENT IS APPROX. 40 HRS. MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-11-21

S65 Uniform Investment Adviser Law Examination

2013-11-21