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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-04 |
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 |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 03/2016 | 06/2022 |
| Lion Street Financial | Clearwater | FL | 07/2022 | 06/2023 |
| Csenge Advisory Group | Clearwater | FL | 07/2022 | 06/2023 |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 07/2023 | 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 | 2007-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-18 |
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