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

TREK FINANCIAL

Current firm class

independent wealth managerderived

Book size

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

Industry start

May 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

S63|S66

First exam

Jun 7, 2019

First registration

Jun 9, 2025

Dual registered

no

Other names

JORDAN DANIEL FLOYD|JORDAN FLOYD

IAPD individual key

7097582

• Occurred

  Jun 4, 2026
  Advisor changed firm

  Jordan Daniel Floyd left Strategic Advisers Llc for Trek Financial (registered 2026-06-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3053ad0f-be21-3b2b-10ae-023948c74adc

First observed

Jun 9, 2025

Last observed

Sep 14, 2026 4 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.