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Jessica Lane

Trek Financial

Tacoma, WA

Scottsdale, AZ

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Current Employers
Trek Financial

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-04-17
  • WA RA
    APPROVED
    Since 2024-04-17

Branch Locations

1001 South Yakima Avenue Suite 11A, Tacoma, WA 98405 • 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
OrganizationCityStateFromTo
Trek Financial Scottsdale AZ 04/2024 Present
Modus Title And Escrow Seattle WA 11/2019 07/2022
Zillow Group Seattle WA 05/2017 11/2019
Healthways Seattle WA 03/2014 05/2017
Unemployed Seattle WA 08/2022 03/2024
  • 04/2024 → Present
    Trek Financial
    Scottsdale, AZ
  • 11/2019 → 07/2022
    Modus Title And Escrow
    Seattle, WA
  • 05/2017 → 11/2019
    Zillow Group
    Seattle, WA
  • 03/2014 → 05/2017
    Healthways
    Seattle, WA
  • 08/2022 → 03/2024
    Unemployed
    Seattle, WA
Other Businesses

INSURANCE LICESED WA LIFE PRODUCER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-09

View on SEC IAPD

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