Shaun Michael Aguilar

Current Employers

Trajan Wealth, L.L.C.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-20

TX RA
APPROVED

Since 2026-01-20

Branch Locations

5285 Dallas Parkway Rd #410, Frisco, TX 75034 • United States

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
Transamerica Financial Advisors, Inc	Plano	TX	03/2019	Present
World Financial Group, Inc.	Plano	TX	03/2016	Present
Macys	Santa Clara	CA	08/1998	10/2016

03/2019 → Present

Transamerica Financial Advisors, Inc

Plano, TX
03/2016 → Present

World Financial Group, Inc.

Plano, TX
08/1998 → 10/2016

Macys

Santa Clara, CA

Previous Registrations

2022-05-10 → 2024-02-29

Transamerica Financial Advisors, Llc

San Jose, CA

Plano, TX

Other Businesses

As part of employment with Trajan Wealth advisor will also act as insurance agent selling FIA with Trajan Wealth, this activity will be approximately 30-40 hours per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-05-09
S63	Uniform Securities Agent State Law Examination	2019-05-21

S65 Uniform Investment Adviser Law Examination

2022-05-09
S63 Uniform Securities Agent State Law Examination

2019-05-21

View on SEC IAPD