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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-02 |
Branch Locations
160 S 100 W, Heber City, UT 84032 • 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 |
|---|---|---|---|---|
| Graham Accounting And Tax, Dba Utah Small Business Solutions | Heber City | UT | 01/2013 | Present |
| Trek Financial | Scottsdale | AZ | 01/2023 | Present |
Graham Accounting and Tax, DBA Utah Small Business Solutions, Not investment related, Owner/CPA, Since 2013, Heber City, UT, 40 hours per week High Country Storytellers, Private Publishing Company, Not investment related, Owner, Since 2016, Heber City, UT 5 hours per month Lucky 7 Legacy LLC, Wedding event rentals, Owner, Not investment related, Partner, Since 2013, Heber City, UT 5 hours per month Life and Health Insurance Agent, sales and referrals of fixed insurance, Since 2023, Heber City, UT, 4 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
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