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

Aug 30, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 30, 2003

First registration

Mar 11, 2005

Dual registered

no

Other names

JARED D. WILLIAMS

IAPD individual key

4683167

• Occurred

  Nov 17, 2022
  Advisor changed firm

  Jared Duane Williams left Heritage Wealth Management, Llc for Trek Financial (registered 2022-12-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:73ef8cc9-9086-928d-fae5-286c2b2a5ec7

First observed

Mar 11, 2005

Last observed

Sep 14, 2026 7 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.