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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 | 2024-10-29 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank | Chandler | AZ | 05/2006 | Present |
| Wells Fargo Advisors Llc | Scottsdale | AZ | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chandler | AZ | 11/2016 | 06/2024 |
| Trajan Wealth, Llc | Scottsdale | AZ | 10/2024 | Present |
Advisor will sell fixed- indexed annuities as part of IAR role. This will involve approximately 30 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2006-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-13 |
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