Thomas Patrick Kelleher

Current Employers

Trajan Wealth, L.L.C.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2021-06-22

AZ RA
APPROVED

Since 2021-06-22

Branch Locations

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

Organization	City	State	From	To
Trajan Wealth L.L.C	Scottsdale	AZ	06/2021	Present
Cliftonlarsenallen, Llp	Minneapolis	MN	01/2015	05/2021

06/2021 → Present

Trajan Wealth L.L.C

Scottsdale, AZ
01/2015 → 05/2021

Cliftonlarsenallen, Llp

Minneapolis, MN

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; ARIZONA; INSURANCE AGENT; START DATE: 04/2022; APPROX. 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-07

S65 Uniform Investment Adviser Law Examination

2021-05-07

Other Names

Tom Kelleher

View on SEC IAPD

Current Employers

Trajan Wealth, L.L.C.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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