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Peter M Reilly

Trajan Wealth, L.L.C.

Scottsdale, AZ

The Woodlands, TX

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Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-14
  • TX RA
    APPROVED
    Since 2024-02-14

Branch Locations

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

1790 Hughes Landing Blvd Suite 400, The Woodlands, TX 77380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
G.DIstributors, Llc Rye NY 12/2013 12/2016
Nationwide Investment Services Corporation Columbus OH 12/2016 Present
Anchor Capital Advisors, Llc Boston MA 06/2018 12/2020
R. Cubed Capital Plantation FL 12/2020 12/2023
Trajan Wealth Llc Scottsdale AZ 02/2024 Present
  • 12/2013 → 12/2016
    G.DIstributors, Llc
    Rye, NY
  • 12/2016 → Present
    Nationwide Investment Services Corporation
    Columbus, OH
  • 06/2018 → 12/2020
    Anchor Capital Advisors, Llc
    Boston, MA
  • 12/2020 → 12/2023
    R. Cubed Capital
    Plantation, FL
  • 02/2024 → Present
    Trajan Wealth Llc
    Scottsdale, AZ
Previous Registrations
  • 2019-12-19 → 2020-12-08
    Anchor Capital Advisors Llc
    The Woodlands, TX
  • 2006-04-20 → 2013-12-06
    Amundi Pioneer Institutional Asset Management, Inc.
    Boston, MA
  • 2005-07-12 → 2006-04-20
    Amundi Asset Management Us, Inc.
    Boston, MA
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-11
S63 Uniform Securities Agent State Law Examination 1996-12-18
  • S66 Uniform Combined State Law Examination
    2005-07-11
  • S63 Uniform Securities Agent State Law Examination
    1996-12-18
Other Names
  • Peter Mcandrew Reilly

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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