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Horseshoe Bend, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
| ID | RA | APPROVED | 2022-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Day Counts | Anaheim | CA | 12/2013 | 12/2024 |
| Trek Line Wealth | Horseshoe Bend | ID | 07/2022 | Present |
Mr. Flores serves as Treasurer on the Board of Directors for Horseshoe Bend Community Health, CERT Horseshoe Bend, and Bend Southern Baptist Church. These activities involve five percent or less of his time each month and are not considered to pose conflicts of interest involving clients of our advisory firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-27 |
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