This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEALTHION

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S65|S63

First exam

Jul 14, 2020

First registration

Jan 22, 2018

Dual registered

yes, broker-dealer

Other names

TREY REIK|WILLIAM REIK|WILLIAM JAMES REIK|WILLIAM TREY REIK

IAPD individual key

1303149

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e92b305-1440-4bea-cef6-4c4576b1063d

First observed

Jan 22, 2018

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.