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 28, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

15derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 28, 1996

First registration

May 29, 1996

Dual registered

no

Other names

DEB SOPHER|DEBORAH LYNNE GREEN

IAPD individual key

2736608

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d473a2d5-10f1-ba1a-cb63-c2ea803a0ac5

First observed

May 29, 1996

Last observed

Sep 14, 2026 5 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.