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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-25 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secured Financial Solutions | Scottsdale | AZ | 01/2011 | 12/2019 |
| Armstrong Financial Llc | Chandler | AZ | 03/2011 | 12/2021 |
| Horter Investment Managament, Llc | Cincinnati | OH | 01/2016 | 10/2018 |
| Virtue Capital Management | Nashville | TN | 10/2018 | 04/2021 |
| Armstrong Financial Planning | Chandler | AZ | 07/2020 | 05/2021 |
| Facet Wealth | Baltimore | MD | 05/2021 | 04/2024 |
| Trajectory Wealth, Llc | Mt Juliet | TN | 04/2024 | Present |
Trajectory Wealth, LLC is the planning firm created to help drive positive change in a clients life through financial plans and hourly advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-21 |
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