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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2003-09-03 |
Branch Locations
6200 N Meeker Place Ste 200, Boise, ID 83713 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Trek Financial | Boise | ID | 08/2003 | Present |
| World Equity Group, Inc | Arlington Heights | IL | 05/2015 | 06/2019 |
VARIOUS OUTSIDE INSURANCE BROKERAGE HEALTH AND DISABILITY INSURANCE; DISABILITY INCOME SERVICES, GUARDIAN BERKSHIRE, MASS MUTUAL, BLUE CROSS, BLUE SHIELD, LINCOLN LIFE, HARTFORD LIFE, SUN LIFE, BRIGHTON CONSULTING. SAFARI CLUB TREASURE VALLEY CHAPTER - SECRETARY/TREASURER ORE-IDA COUNCIL OF BOY SCOUTS OF AMERICA INVESTMENT ADVISOR COMMITTED CHAIRMAN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-01 |
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