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Current Employers
Trajan Wealth, L.L.C.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-08-31
  • OK RA
    APPROVED
    Since 2026-08-31

Branch Locations

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

Chappelwood Financial Services

Financial District Of Oklahoma 1725 E 15Th Street, Edmond, OK 73013 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-07-20
TX RA APPROVED 2025-07-20
  • OK RA
    APPROVED
    Since 2025-07-20
  • TX RA
    APPROVED
    Since 2025-07-20

Branch Locations

Financial District Of Oklahoma 1725 E 15Th Street, Edmond, OK 73013 • 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
OrganizationCityStateFromTo
Allstate Rick Depriest Agency Chickasha OK 05/2016 03/2017
Cn Utility Consulting Chickasha OK 03/2017 04/2018
Cypress Energy Partners Tulsa OK 04/2018 09/2018
Allstate Insurance Company Chickasha OK 07/2018 02/2023
Depriest Capital Investments Chickasha OK 05/2019 08/2026
Us Hydroseeding & Environmental, Llc Edmond OK 07/2022 Present
Modern Woodmen Of America Rock Island IL 09/2024 08/2026
Mwa Financial Services, Inc. Rock Island IL 09/2024 08/2026
Trajan Wealth, L.L.C. Scottsdale AZ 08/2026 Present
  • 05/2016 → 03/2017
    Allstate Rick Depriest Agency
    Chickasha, OK
  • 03/2017 → 04/2018
    Cn Utility Consulting
    Chickasha, OK
  • 04/2018 → 09/2018
    Cypress Energy Partners
    Tulsa, OK
  • 07/2018 → 02/2023
    Allstate Insurance Company
    Chickasha, OK
  • 05/2019 → 08/2026
    Depriest Capital Investments
    Chickasha, OK
  • 07/2022 → Present
    Us Hydroseeding & Environmental, Llc
    Edmond, OK
  • 09/2024 → 08/2026
    Modern Woodmen Of America
    Rock Island, IL
  • 09/2024 → 08/2026
    Rock Island, IL
  • 08/2026 → Present
    Scottsdale, AZ
Previous Registrations
Other Businesses

1) Rental Properties Investment Related. Owner 12/2018 5 Non-inv/0 Inv. Owner of rental property. 2) US Hydroseeding and Environmental, LLC. Non-inv. Owner. 7/2022 40 inv/10 non-inv. Erosion control and vegetation establishment services for construction, oil, and gas. 3) INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-02
S63 Uniform Securities Agent State Law Examination 2020-02-21
  • S66 Uniform Combined State Law Examination
    2025-05-02
  • S63 Uniform Securities Agent State Law Examination
    2020-02-21

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