David Paul Hudson

Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 03/2025
  Charles Schwab & Co., Inc.
  San Diego, CA
• 10/2014 → 03/2025
  Charles Schwab Bank
  San Diego, CA
• 07/2025 → Present
  Trajan Wealth
  Carlsbad, CA
• 04/2025 → 06/2025
  Not Employed
  Oceanside, CA

Previous Registrations

• 2014-10-09 → 2025-04-05
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Lone Tree, CO
  Lone Tree, CO
  Englewood, CO
  San Diego, CA

Other Businesses

(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.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-09
• S63 Uniform Securities Agent State Law Examination
  2013-05-17

Other Names

• David Hudson