Jolyn Whittaker

Current Employers

Trek Financial

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2018-04-09

UT RA
APPROVED

Since 2018-04-09

Branch Locations

Spanish Fork, UT • United States

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Trek Financial	Scottsdale	AZ	04/2018	Present
Discount Manufacturing & Distributing Inc	Orem	UT	01/2008	Present
Kids Village Workshop Inc.	Orem	UT	01/2003	Present

04/2018 → Present

Trek Financial

Scottsdale, AZ
01/2008 → Present

Discount Manufacturing & Distributing Inc

Orem, UT
01/2003 → Present

Kids Village Workshop Inc.

Orem, UT

Other Businesses

Discount Manufacturing & Distributing Inc., non-investment related, Orem, UT, internet sales, CFO/Treasurer, 4 hours per week during non-trading hours; Kids Village Workshop, non-investment related, Orem, UT, preschool, CFO/Treasurer, 5 hours per weeks during non-trading hours Jolyn Whittaker CPA 1491 E 1820 S Spanish Fork, UT 84660 United States Sole proprietor Preparation of business and individual tax returns 20 hrs per week during tax season not investment related Whittaker Tax and Wealth Advisors dba for investment and wealth services conducted through trek financial orem, ut since 05/2026

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-03-06

S65 Uniform Investment Adviser Law Examination

2018-03-06