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Timothy Allen Lambros

Trajan Wealth, L.L.C.

Scottsdale, AZ

Tucson, 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
AZ RA APPROVED 2018-08-01
  • AZ RA
    APPROVED
    Since 2018-08-01

Branch Locations

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

3567 E. Sunrise Drive. #133B, Tucson, AZ 85178 • 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
Wealth Watch Advisors, Llc Englewood CO 01/2018 07/2018
Strategic Stewards, Llc Dba Trust Advisor Associates Tucson AZ 07/2014 07/2018
Trajan Wealth, Llc Scottsdale AZ 07/2018 Present
  • 01/2018 → 07/2018
    Wealth Watch Advisors, Llc
    Englewood, CO
  • 07/2014 → 07/2018
    Strategic Stewards, Llc Dba Trust Advisor Associates
    Tucson, AZ
  • 07/2018 → Present
    Trajan Wealth, Llc
    Scottsdale, AZ
Previous Registrations
Other Businesses

INSURANCE AGENT, SINCE 07/2018, APPROX. 32 HOURS/MTH DURING TRADING HOURS, ANNUITY SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-08
S63 Uniform Securities Agent State Law Examination 2012-07-21
  • S65 Uniform Investment Adviser Law Examination
    2018-01-08
  • S63 Uniform Securities Agent State Law Examination
    2012-07-21
Other Names
  • Tim Lambros

View on SEC IAPD

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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

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