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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 03/2021 | 01/2023 |
| Enterprise Truck Rental | Phoenix | AZ | 07/2018 | 03/2021 |
| Enterprise Truck Rental | Sacramento | CA | 09/2015 | 07/2018 |
| Empirikal Partners Llc Dba Monzon Wealth | Phoenix | AZ | 02/2023 | Present |
| Independent Agent Dba Kramer Estate Planner | Phoenix | AZ | 01/2023 | Present |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 12/2021 | 01/2023 |
INDEPENDENT AGENT DBA KRAMER ESTATE PLANNER; INV REL; PHOENIX, AZ; INSURANCE AGENT/INS SALES AND SERVICES; START 01/2023; APPROX 20 HRS/MO SPENT IN THIS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-08 |
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