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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-04-24 |
Branch Locations
1256 W 400 S Suite 2, Vernal, UT 84078 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
488 West Center St. Suite 108, Pleasant Grove, UT 84062 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Arlington Heights | IL | 09/2015 | 05/2019 |
| Trek Financial | Scottsdale | AZ | 04/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | 06/2020 |
1) Trek FINANCIAL GROUP, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 7440 CREEK ROAD, #444, SANDY, UT 84093. FIXED INSURANCE SALES. TITLE IS AGENT. STARTED 09/2015. 60 HRS/MO DEVOTED DURING TRADING. DUTIES ARE TO CONSULT WITH CLIENTS ABOUT FIXED INSURANCE PRODUCTS. 2) HOME GROWN & HANDCRAFTED. NOT INVESTMENT RELATED. LOCATED AT 1421 N 1500 W, VERNAL, UT 84078. MANUFACTURE AND SALE OF FARM AND GARDEN PRODUCTS. STARTED 07/2005. 1HR/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO HELP WIFE AND CHILDREN IN THE GROWING AND MARKETING OF FARM AND GARDEN AND HOMEMADE PRODUCTS. 3) FINANCIAL AND BENEFIT PROFESSIONALS, LLC. NOT INVESTMENT RELATED. LOCATED AT 1256 W 400 S, STE 2, VERNAL, UT 84078. MANAGEMENT OF PERSONAL OFFICE EXPENSES. TITLE IS 25% PARTNER. STARTED 5/2001. 5 HRS/MO - 0 DURING TRADING. DUTIES ARE TO MANAGE OFFICE SPACE AND BUSINESS SERVICES. 4) RENTAL REAL ESTATE. NOT INVESTMENT RELATED. 1421 N 1500 W, VERNAL, UT 84078. HELP MANAGE RESIDENTIAL RENTAL REAL ESTATE. MANAGE PROPERTY, CO-OWNER. STARTED 09/2013. 5 HRS/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO HELP WIFE MANAGE AND TAKE CARE OF SOME RESIDENTIAL RENTAL PROPERTIES. 6)BROOKSTONE DEVELOPMENT, LLC. NOT INVESTMENT RELATED. LOCATED AT 1256 W 400 S, SUITE 2, VERNAL, UT 84078. OWNERSHIP AND MANAGEMENT OF PERSONAL OFFICE SPACE. TITLE IS 7.5% PARTNER. STARTED 5/2017. 1 HR/MO - 0 DURING TRADING. DUTIES ARE OWNERSHIP SHARE OF MY OFFICE BUILIDING THROUGH THIS ENTITY. NO MANAGEMENT RESPONSIBILITY. 7) DPH ADVISORY SERVICES, LLC. NOT INVESTMENT RELATED. LOCATED AT 1256 W 400 S, STE 2, VERNAL, UT 84078. MANAGE THE FLOW OF REVENUE AND EXPENSES ON FIXED BUSINESS. 100% SHAREHOLDER. STARTED 4/2018. 5 HR/MO DEVOTED - 0 DURING TRADING. DUTIES ARE MANAGING THE FLOW OF REVENUE FROM FIXED BUSINESS AND THE PAYMENT OF EXPENSES RELATED TO THAT BUSINESS. 8) FLM Aviation LLC, not investment related, Sandy, UT, Advisor and member, Started 12/2025, 2 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-21 |
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