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Inactive

Andrew Charles Justice

Trajan Wealth, L.L.C.

Broomfield, CO

Scottsdale, AZ

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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
CO RA APPROVED 2022-10-05
  • CO RA
    APPROVED
    Since 2022-10-05

Branch Locations

390 Interlocken Crescent Suite 350, Broomfield, CO 80021 • United States

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • 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
Morningstar Investment Services, Inc. Chicago IL 01/2013 10/2022
Trajan Wealth, L.L.C. Scottsdale AZ 10/2022 Present
  • 01/2013 → 10/2022
    Morningstar Investment Services, Inc.
    Chicago, IL
  • 10/2022 → Present
    Trajan Wealth, L.L.C.
    Scottsdale, AZ
Previous Registrations
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 2007-08-24
S63 Uniform Securities Agent State Law Examination 2006-10-25
  • S66 Uniform Combined State Law Examination
    2007-08-24
  • S63 Uniform Securities Agent State Law Examination
    2006-10-25

View on SEC IAPD

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