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RIA / WealthAdvisorPersonal Financial Specialist40 years in industry

ERIC GARY BURSTOCK

Advisor at TREK FINANCIAL

WINCHESTER, VA | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:da58cb17-b764-675d-b583-de4c143eaa24

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 9, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S63|S65
First exam: Mar 9, 1987
First registration: Apr 9, 2002
Dual registered: no
IAPD individual key: 1586260

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TREK FINANCIAL	Independent wealth	Dec 12, 2018	n/a	yes	SCOTTSDALE, AZ\|WINCHESTER, VA	Current employment
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Aug 1, 2014	Dec 10, 2018	no	WINCHESTER, VA	Previous registration
PRESERVATION OF WEALTH, INC.	n/a	Jan 1, 2011	Jul 12, 2011	no	WINCHESTER, VA	Previous registration
PRESERVATION OF WEALTH, INC.	n/a	May 21, 2009	Dec 31, 2010	no	WINCHESTER, VA	Previous registration
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	Independent wealth	Jul 21, 2008	May 6, 2009	no	WINCHESTER, VA	Previous registration
FINANCIAL DESIGN ASSOCIATES INC	n/a	Apr 2, 2003	Feb 22, 2008	no	STINSON BEACH, CA	Previous registration
ASSET STRATEGY CONSULTANTS LLC	Institutional manager	Apr 9, 2002	Feb 19, 2002	no	SPARKS, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HORTER INVESTMENT MANAGEMENT, LLC	TREK FINANCIAL	Dec 10, 2018	Dec 12, 2018	2	Firm change	RIA to RIA
PRESERVATION OF WEALTH, INC.	HORTER INVESTMENT MANAGEMENT, LLC	Jul 12, 2011	Aug 1, 2014	1,116	Firm change after gap	Other
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	PRESERVATION OF WEALTH, INC.	May 6, 2009	May 21, 2009	15	Firm change	Other
FINANCIAL DESIGN ASSOCIATES INC	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	Feb 22, 2008	Jul 21, 2008	150	Firm change	Other
ASSET STRATEGY CONSULTANTS LLC	FINANCIAL DESIGN ASSOCIATES INC	Feb 19, 2002	Apr 2, 2003	407	Firm change after gap	Other

Relationships

Registered with (6)

→ TREK FINANCIALRegistered adviserregistration: current employment
Dec 12, 2018 to presentfactForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 1, 2014 to Dec 10, 2018factForm ADV
→ PRESERVATION OF WEALTH, INC.Registered adviserregistration: previous registration
Jan 1, 2011 to Jul 12, 2011factForm ADV
→ PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 21, 2008 to May 6, 2009factForm ADV
→ FINANCIAL DESIGN ASSOCIATES INCRegistered adviserregistration: previous registration
Apr 2, 2003 to Feb 22, 2008factForm ADV
→ ASSET STRATEGY CONSULTANTS LLCRegistered adviserregistration: previous registration
Apr 9, 2002 to Feb 19, 2002factForm ADV

Dated events

No dated event names this entity yet.