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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-01 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
5285 Dallas Parkway Road Suite 410, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Property | Irving | TX | 12/2003 | 09/2018 |
| Mercer Global Advisors | Sugarland | TX | 11/2013 | 09/2018 |
| Fisher Investments | Camas | WA | 09/2018 | 05/2020 |
| Prudential Insurance Company Of America | Plano | TX | 12/2020 | 11/2022 |
| Pruco Securities, Llc. | Plano | TX | 12/2020 | 11/2022 |
| Tarrant Roofing | Fort Worth | TX | 05/2020 | 11/2022 |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 11/2022 | Present |
RENTAL PROPERTY - NO NAME. NOT INVESTMENT RELATED, 8216 DOGWOOD LN. IRVING, TX. 75063. SINGLE FAMILY RENTAL. OWNER. 12/2003. 0 HOURS / MONTH DURING TRADING HOURS, 1 HOUR / MONTH DURING NON TRADING HOURS.; POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2003; ADDRESS: 8216 Dogwood Ln, Irving TX 75063, United States; DESCRIPTION: Rent property, collect rent, pay expenses. I do not perform any maintenance. INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-31 |
| S66 | Uniform Combined State Law Examination | 2005-04-27 |
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