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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 11/2012 | 03/2025 |
| Charles Schwab Bank | San Diego | CA | 10/2014 | 03/2025 |
| Trajan Wealth | Carlsbad | CA | 07/2025 | Present |
| Not Employed | Oceanside | CA | 04/2025 | 06/2025 |
(1) Arizona Rentals; Owner; Glendale, AZ; Start Date: 6/1/2021; I own 2 rental properties in Arizona, and I have a property manager who takes care of the day-to-day operations and upkeep; Generally, 20-40 hours per month; Not investment related. As an IAR of Trajan, David will work in the OBA capacity of an insurance agent selling fixed-indexed annuities. This will be about 20 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-17 |
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