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Trajan Wealth, L.l.c. CRD 158847
$2.60B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-31 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Scottsdale | AZ | 07/2012 | 11/2016 |
| Wells Fargo Bank Na | Scottsdale | AZ | 07/2012 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 04/2023 |
| Trajan Wealth L.L.C. | Scottsdale | AZ | 05/2023 | Present |
INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-11 |
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