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7855 S. River Parkway Suite 201, Tempe, AZ 85284 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-20 |
Branch Locations
7855 S. River Parkway Suite 201, Tempe, AZ 85284 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 10/2013 | 06/2017 |
| Charles Schwab Bank | Scottsdale | AZ | 10/2013 | 05/2017 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 06/2017 | 03/2020 |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 04/2021 | 03/2026 |
| Amerifirst Financial, Inc. | Gilbert | AZ | 08/2010 | 04/2021 |
| Martinsen Wealth Management | Tempe | AZ | 03/2026 | Present |
INSURANCE SALES; INVESTMENT-RELATED; ARIZONA; INSURANCE AGENT; 2021; APPROX. 5 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-23 |
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