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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2014-10-06 |
Branch Locations
289 Lake Havasu Avenue Suite 200, Lake Havasu, AZ 86403 • 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 |
|---|---|---|---|---|
| A&E Service | Lake Havasu City | AZ | 06/2005 | Present |
| Sterilite | Lake Havasu City | AZ | 03/1993 | Present |
| Trek Financial | Scottsdale | AZ | 09/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-21 |
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