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Judah D Margulies

Trajan Wealth, L.L.C.

Alpharetta, GA

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
GA RA APPROVED 2024-09-16
  • GA RA
    APPROVED
    Since 2024-09-16

Branch Locations

3000 Northwinds Parkway Suite #150, Alpharetta, GA 30009 • 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
Axa Advisors, Llc New York NY 11/2013 06/2020
Equitable Advisors, Llc New York NY 11/2013 11/2020
The Strategic Financial Alliance, Inc. Atlanta GA 01/2021 09/2024
Strategic Blueprint, Llc Atlanta GA 01/2021 09/2024
Trajan Wealth Llc Scottsdale AZ 09/2024 Present
Previous Registrations
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 hrs. per/month HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-11
  • S66 Uniform Combined State Law Examination
    2014-03-11

View on SEC IAPD

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