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Michael Dalton Wood

Trajan Wealth, L.L.C.

Scottsdale, AZ

CRD 8030937

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Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Trajan Wealth, L.L.C.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-11
  • AZ RA
    APPROVED
    Since 2026-03-11

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
OrganizationCityStateFromTo
Florida Financial Advisors Dba Four Corners Financial Advisors Tempe AZ 07/2025 02/2026
Doordash Tempe AZ 04/2025 07/2025
Lpl Financial Tempe AZ 01/2025 04/2025
Doordash Tempe AZ 11/2024 12/2024
Cadc Llc Phoenix AZ 05/2024 11/2024
Buffalo Spot Tempe AZ 02/2024 05/2024
Aj's Fine Food Tempe AZ 09/2023 01/2024
Quatumvest Phoenix AZ 08/2023 12/2023
Devil's Advocate Tempe AZ 07/2020 08/2023
Target Tempe AZ 06/2021 12/2021
Doordash Tempe AZ 04/2020 07/2020
Unemployed In College Tempe AZ 08/2019 04/2020
Town Of Wickenburg Wickenburg AZ 05/2016 07/2019
Carescape Surprise AZ 06/2023 08/2023
Trajan Wealth, L.L.C. Scottsdale AZ 02/2026 Present
  • 07/2025 → 02/2026
    Florida Financial Advisors Dba Four Corners Financial Advisors
    Tempe, AZ
  • 04/2025 → 07/2025
    Doordash
    Tempe, AZ
  • 01/2025 → 04/2025
    Lpl Financial
    Tempe, AZ
  • 11/2024 → 12/2024
    Doordash
    Tempe, AZ
  • 05/2024 → 11/2024
    Cadc Llc
    Phoenix, AZ
  • 02/2024 → 05/2024
    Buffalo Spot
    Tempe, AZ
  • 09/2023 → 01/2024
    Aj's Fine Food
    Tempe, AZ
  • 08/2023 → 12/2023
    Quatumvest
    Phoenix, AZ
  • 07/2020 → 08/2023
    Devil's Advocate
    Tempe, AZ
  • 06/2021 → 12/2021
    Target
    Tempe, AZ
  • 04/2020 → 07/2020
    Doordash
    Tempe, AZ
  • 08/2019 → 04/2020
    Unemployed In College
    Tempe, AZ
  • 05/2016 → 07/2019
    Town Of Wickenburg
    Wickenburg, AZ
  • 06/2023 → 08/2023
    Carescape
    Surprise, AZ
  • 02/2026 → Present
    Scottsdale, AZ
Previous Registrations
Other Businesses

Will sell fixed- indexed annuities as part of overall Trajan role. This will be approx. 30 hrs per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03

View on SEC IAPD

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