Robert John Trujillo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2014 → Present
  Royal Alliance
  Wake Forest, NC

Previous Registrations

• 2013-02-26 → 2014-02-12
  Edward Jones
  St Louis, MO
  Kenansville, NC

Other Businesses

1) ARMSTRONG WEALTH MANAGEMENT (DBA OF ARMSTRONGFINANCIAL SERVICES INC POSITION: associate advisor NATURE: This is my OSJ's marketing name. I am an associate advisor marketing under this name. Armstrong Wealth Management is a registered DBA of Armstrong Financial Services Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/02/2017 ADDRESS: 6549 Wakefalls Drive, Wake Forest NC 27587, United States DESCRIPTION: I assist James Armstrong with the servicing needs of his clients 2) BOBBY TRUJILLO POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 04/25/2013 ADDRESS: 6549 Wake Falls Dr., Wake Forest NC 27587, United States DESCRIPTION: insurance needs as clients need it. 3) COASTAL FLATS CORPORATION POSITION: CEO NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/25/2023 ADDRESS: 2049 Blue Spruce Dr., Winnabow NC 28479, United States DESCRIPTION: This is an S Corporation created for accounting purposes only. No marketing activity under this name. 4.T & N ADVISORY SERVICES, LLC POSITION: Co-Owner NATURE: Nature of Business & Duties: The LLC serves strictly as a non-securities administrative operating entity and overhead cost center for my practice and my co-member's practice. Its sole function is to lease office space, maintain shared software/equipment, and process payroll for shared administrative staff. Securities-Related Scope & Compliance Note: While selected as "Yes" for investment-related activity to reflect that the administrative staff directly support our securities and advisory practices, the LLC itself does not conduct, broker, or advise on any securities transactions, nor does it receive client fees or commissions. All employees (both registered and non-registered) perform securities-related services exclusively under the sponsorship, supervision, and written supervisory procedures (WSPs) of Osaic. The LLC functions solely as the administrative employer and operational expense pool. This llc name is not planned to be held out to the public for securities related business. The LLC is just an operational expense pool. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/17/2026 ADDRESS: 2049 Blue Spruce Dr., Winnabow NC 28479, United States DESCRIPTION: Process payroll for employees, handle payment of overhead expenses.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-22

Other Names

• Robert John Trujillo