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Inactive

Terrence Patrick Hawkins

Trajan Wealth, L.L.C.

Scottsdale, AZ

Naperville, IL

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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
IL RA APPROVED 2024-06-06
  • IL RA
    APPROVED
    Since 2024-06-06

Branch Locations

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

1755 Park St. Suite 200, Naperville, IL 60563 • 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
Morningstar Investment Services, Inc Chicago IL 03/2012 06/2022
Halo Securities, Llc Chicago IL 06/2022 03/2024
Sentinus, Llc Chicago IL 06/2022 08/2023
Halo Investment Services, Llc Chicago IL 08/2023 03/2024
Brinker Capital Chicago IL 03/2024 Present
  • 03/2012 → 06/2022
    Morningstar Investment Services, Inc
    Chicago, IL
  • 06/2022 → 03/2024
    Halo Securities, Llc
    Chicago, IL
  • 06/2022 → 08/2023
    Sentinus, Llc
    Chicago, IL
  • 08/2023 → 03/2024
    Halo Investment Services, Llc
    Chicago, IL
  • 03/2024 → Present
    Brinker Capital
    Chicago, IL
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
S65 Uniform Investment Adviser Law Examination 2014-10-18
  • S65 Uniform Investment Adviser Law Examination
    2014-10-18

View on SEC IAPD

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IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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